Category
Research notes and investing articles filed under Market Stories.
7 stories
HDFC Life absorbs GST cost, opts to reinvest margin gains
HDFC Life expanded margins after absorbing a new GST levy but is channeling the surplus into distribution and tech, setting a capital allocation benchmark for the life insurance sector.
ICICI Lombard's underwriting engine stalls as investment income drives profit
A 79% jump in underwriting loss and a combined ratio of 107% expose the deteriorating core business of ICICI Lombard, even as a 29% rise in investment income delivered a 15% profit beat.
The Reverse AI Trade lifts Indian IT as global tech capex sours
A global reassessment of AI infrastructure costs has triggered a capital rotation into Indian IT stocks, sending the sector index up 2000 points.
RBI's liquidity squeeze drives bond yields to 7.37%, accelerating FII equity exodus
The RBI's measures to drain banking system liquidity have pushed the 10-year bond yield to a three-year high of 7.37%, making fixed income more attractive and fueling foreign investor selling in equit
ICICI Life's margin story dims despite 25% profit growth
ICICI Life's Q2 profit beat was overshadowed by a miss on VNB growth, highlighting margin pressure from a regulatory-driven shift towards lower-margin protection plans.
PNB Gilts' profit swing signals a calmer, less profitable bond market
PNB Gilts' return to profit reflects a bond market that has stabilised from last year's turmoil, but a sharp sequential decline points to thinner trading gains.
SEBI's new PMS rules open IPOs, overseas bets to portfolio managers
SEBI's revamped PMS regulations allow managers to invest in IPOs, overseas securities, and offer a lower-entry PRIM route, reshaping the business model for wealth managers serving HNIs.