All stories by Hamsini Karthik
Will Voltas manage to defend its market share?
Rediff.com24 Dec 2019International brands such as Daikin, Hitachi and Samsung, which were largely present in the premium products range, are getting aggressive on expanding their mid-range portfolios to penetrate into smaller cities and towns. While competition isn't hurting Voltas just yet, which has managed to retain its market share at 24.4 per cent as of September 30 (Q2), the main question is whether the company can defend its market share without compromising on profitability.
RBI junks banks' plea on stressed assets
Rediff.com18 Nov 2019Loans of over Rs 1.8 trillion, for which agreement has been signed by banks, are likely to be referred to IBC.
The real problem behind Yes Bank's woes
Rediff.com13 Nov 2019The operating environment is unpredictable, but if the bank can't give a clear picture of what's in store, calling the bottoming out of its asset quality stress is nearly impossible.
Shyam Srinivasan on Federal Bank's vision, and more
Rediff.com22 Oct 2019It has been a decade since Shyam Srinivasan took over as managing director and chief executive officer at Federal Bank. He wants to ramp up the bank's unsecured lending going ahead even as it homes into the space vacated by competition. Reappointed for a fresh three-year term as the bank's helmsman, he spoke to Hamsini Karthik on the plot ahead.
Bank stake sales in insurance, MF arms hit a wall
Rediff.com3 Oct 2019Sources say given the complexity involved in the process of creating a holding company, which will ultimately be the parent company of banking and other businesses, banks are going slow in acquiring stakes in insurance arms or mutual funds of other lenders.
Read this interview before investing in stocks
Rediff.com3 Sep 2019Being one of the early commentators to flag economic slowdown and caution investors on corporate earnings, Gautam Chhaochharia, head of India research, UBS Securities, in an interview with Hamsini Karthik says the markets remain in an expensive zone despite the recent correction.
There's a flip side to linking lending and repo rates
Rediff.com27 Aug 2019Given the relevance of bank deposits for Indian savers, whether the regulator would permit linking savings interest rate to a repo-like structure needs to be seen, as a move of this nature could increase volatility in savings also.
Why stocks of these 3 HFCs are faring so badly
Rediff.com23 May 2019Share prices of Dewan Housing, Indiabulls Housing, and PNB Housing have declined 30-80% in the past one year
Why the Street continues to be pessimistic about NBFcs
Rediff.com24 Apr 2019Liquidity has improved, but 20 out of 24 NBFC stocks are staring at an over 5% reduction in 12-month target prices.
Why Maruti is staring at worst quarter in 5 years
Rediff.com22 Apr 2019Pessimism largely emanates from the fact that the volume outlook for FY20 isn't encouraging at the moment.
Why ICICI Bank's stocks will remain under stress
Rediff.com29 Jan 2019Until the current top management is cleared of charges filed in the FIR by the CBI, stocks of the bank and I-Pru Life will remain stressed.
Don't expect high returns from the stock market
Rediff.com16 Aug 2017'It is almost four years since we've seen strong growth in earnings.' 'The markets have rallied about 20 per cent in the past year, which is ahead of earnings.' 'So, the stress now will be on earnings to catch up.'
Who will gain the most from SBI's savings rate cut?
Rediff.com1 Aug 2017Analysts expect banks with a strong deposit franchise to benefit from SBI's rate cut as they too are likely to follow the leader.
Achche Din ahead for these three stocks
Rediff.com27 Jul 2017Hamsini Karthik reveals why the ongoing business rejig will help unlock value for shareholders of Grasim, Reliance Capital and Tube Investments
Why are large-cap stocks looking attractive now?
Rediff.com27 Apr 2017Thinning valuation gap between these and mid-caps indicates a shift in investors' preferences.
5 mid-cap infra stocks to bet on
Rediff.com24 Apr 2017Infrastructure stocks are once again gaining traction.
4 cool stocks to beat the heat
Rediff.com12 Apr 2017Johnson Controls-Hitachi, Voltas, Blue Star, Whirlpool recently recorded new 52-week highs but still haven't lost their steam
Insurance IPOs will be hot in 2017
Rediff.com4 Apr 2017With at least three IPOs in the offing this year, stock market investors have a lot to look forward to.
Why you should stay away from 'politically-linked' stocks
Rediff.com4 Apr 2017The P-75 index, a subset of BSE 500 stocks, has severely underperformed the broader market across time horizons
Note ban shadow lingers over one in four BSE 200 stocks
Rediff.com30 Mar 2017Quite a few large- and mid-cap stocks are yet to recover from the note ban, pharma, banking and rural demand-based industries among laggards.