Will private sector bank valuations correct further?
With uncertainty over the magnitude of bad loans due to the moratorium, banks may face a rude shock in the coming months
July 30, 2020
Crude is cheap but is it a good time to buy into OMCs?
Their valuations look slippery as demand recovery looks uncertain
Debangana Ghosh - May 21, 2020
Why the corona-triggered crash was long overdue
Monetary gasoline fuelled equity markets over the past decade, and now could just be the time to get rational about valuations
Chaitanya Dalmia - March 23, 2020
Netting the big fish
With increasing dissonance between economic growth and market indices, one slowing and the other rising, large-caps are being seen as a safe haven. But are valuations justified?
V Keshavdev - February 17, 2020
The B2B Gold Rush
B2B businesses are thriving, gaining billion-dollar valuations and seeing blockbuster listing. Can the good times last?
Kripa Mahalingam - January 21, 2020
Bubble In Quality?
Valuations of certain high quality Indian stocks have sky-rocketed, and their growth needs to catch up for the valuation to sustain
November 04, 2019
"In India, valuations appear stretched and growth projections unrealistic"
Ben Inker, head of GMO’s Asset Allocation team, explains why emerging markets figure highly in their portfolio, but India and the US not as much
Rajesh Padmashali - May 31, 2019
Is investing starting to get difficult again?
If conditions prevailing in the first part of this year persist, asset valuations will very likely have to fall
Ben Inker - May 16, 2018
The Great Indian Circus
With mindless money invested and unrealistic valuations prevailing, what qualifies for a bigger tamasha — the stock market or the IPL?
Chaitanya Dalmia - May 06, 2017
Is The Recovery In Metal Stocks For Real?
A sharp recovery in metal prices have rubbed off on metal stocks. But their valuations exude too much optimism
Jitendra Kumar Gupta - March 31, 2017