Too Good To Last
GST collections in FY19 ended on a strong note, but it is unlikely to sustain the momentum in FY20
May 02, 2019
The MSME Conundrum
Is the RBI’s pre-emptive move for MSMEs an indication of hidden stress in the banking system?
V Keshavdev - January 03, 2019
Steady grip
Apollo Tyres chairman Onkar Kanwar buys 1.91 million shares worth Rs.438 million during the recent slide
Prathamesh Mulye - October 04, 2018
Flat On Its Back
The rupee’s resilience has again been blown away by its oldest nemesis: rising crude and foreign outflows. The outlook for the next year is not pleasant either
V Keshavdev - September 06, 2018
Have technology stocks run-up too far too fast?
While the NSE IT Index has gone up 20% in the past six months, earnings of IT firms have remained subdued
August 29, 2018
Growth Rider
Unrelenting commitment towards process and sticking to his conviction have augured well for Invesco’s Taher Badshah
Khushboo Balani - January 25, 2018
A new order
Kotak Institutional Equities: The FY18 Budget will likely seek to bring about a behavioural change among taxpayers
January 23, 2017
New Year, Old Ideas
For 2017, Kotak Institutional Equities favors ‘value’ stocks in banking, metals & mining, oil & gas and regulated utilities
December 19, 2016
What Comes Next
Kotak Institutional Equities recommends increasing exposure to select automobiles, banks, mortgage-finance NBFCs and regulated utilities
November 10, 2016
Two Out, Third Shaky
There is limited scope for re-rating for large parts of the Indian market opines Kotak Institutional Equities
November 02, 2016
