Fiem Industries, Linde, Hitachi, Greenpanel, Heritage Meals et al. – Why Balaji Vaidyanath of NAFA Asset Managers is Betting on These and Different Midcap and Smallcap Shares

Throughout a relaxed two-hour assembly over lunch in Chennai just lately, Balaji Vaidyanath, CEO and CIO of NAFA Asset Managers explains his funding strategy and philosophy. NAFA runs three PMS schemes at the moment. He manages property in extra of ₹1,150 crore. Edited excerpts from the dialog: Your newest PMS providing on the clear tech … Read more

Present Account podcast | Extra leg to PSU Financial institution shares rally?

Sridhar Sivaraman, Funding Director, Enam Holdings joins in to clarify why he’s bullish on PSU financial institution basket and whether or not there’s extra energy left in these shares.  SHARE Copy hyperlink E-mail Fb Twitter Telegram LinkedIn WhatsApp Reddit Printed on April 20, 2024 #Present #Account #podcast #leg #PSU #Financial institution #shares #rally

PSU banks beat personal friends in market capitalisation beneficial properties throughout This autumn

State-owned banks beat their private-sector friends, posting the best beneficial properties of their market capitalisation in This autumn FY24, on the again of improved monetary metrics. The federal government’s deal with long-term tasks additionally largely advantages state-owned lenders, S&P Market Intelligence mentioned in a be aware. Additionally learn: Banks’ credit score development to sluggish a … Read more

Digital funds progress buoyed by rise in acceptance channels, decrease ticket measurement: Worldline

The fast progress in digital funds in India is being led by a sturdy improve within the funds acceptance infrastructure channels, in response to a report by Worldline India which confirmed UPI QR codes grew 57 per cent from July 2022 to 31.7 crore as of December 2023, and Bharat QR codes grew 32 per cent … Read more

The way to play banking shares in a rising charge state of affairs

Practically ₹6-lakh crore of extra liquidity has virtually dried in about six months. Benchmark charge or repo has risen from 4 per cent till Might 4, 2022, has risen to five.9 per cent, a stage final seen in 2018. There could also be one other 50–75 foundation factors (bps) hike to abdomen, going by the … Read more