Ashish Kacholia recent bets

Morgan Stanley recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

Hasn't fared well - amongst the low performers

Performance

Seems to be overvalued vs the market average

Valuation

Lagging behind the market in financials growth

Growth

Average profitability - not good, not bad

Profitability

The stock is overpriced but is not in the overbought zone

Current price is more than the intrinsic value

Fundamentals

Good time to consider, stock is not in the overbought zone

Technicals

Entry point

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

Showing good signs of profitability & efficiency

Financials growth has been moderate for a few years

Among sectors, Jain is overweight on automobiles, private banks, cement, consumer and chemicals

How to invest Rs 10 lakh in 2025? Vikas Jain of Reliance Securities shares his asset allocation strategy

​One obviously is the Trump presidency. He is the most unpredictable man and leading a $30 trillion economy, the world’s most powerful country, adds a significant bit to the uncertainty. Secondly, the US fiscal and monetary policy would also be a key driver of volatility in the markets. Currently, if you see, US is running a 6.5% fiscal deficit.

Private Banks, Pharma, IT to thrive in 2025 amidst market volatility: Sumit Bhatnagar

Sunil Subramaniam highlights the strong performance of high-end consumer sectors in India, emphasizing the potential of private banks and NBFCs in 2025. He notes the mixed fortunes within the auto industry and predicts sustained growth for quick commerce. He also anticipates a populist budget favoring consumer discretionaries and staples in the coming year.

A combination of private banks and NBFCs may lead the rally in 2025: Sunil Subramaniam

Nilesh Shah advises investors to prioritise quality stocks with reasonable valuations in sectors like private banks, telecom, and pharma to navigate market corrections in 2025.

Nilesh Shah On How To Pick Stocks In 2025 — ‘Moderate Expectations,’ Valuation Key

As of October this fiscal, private banks raised Rs 14,519 crore via this route, which is 84% lower as compared to Rs 90,811 crore raised by PSBs in the same period.

RBI Report: PSBs’ Fundraise Via Private Placements Outmatches Private Banks

Public and private banks, along with foreign lenders, have witnessed a year-on-year decline in the proportion of insured deposits to assessable deposits.

RBI Report: Share Of Insured Deposits To Assessable Deposits Down To 42% In FY24

There is a good chance that several large private sector banks may get their shine back on the street. Yet, it is probably time to look at some other banks which don’t make the headlines often. There is a set of mid-sized banks which don’t have the distribution reach of large, private banks. When it comes to ownership, they are not like PSU banks. They have a different, hybrid kind of ownership, making them sort of quasi-private sector banks. They operate in particular regions, and over a period of time, they have also been forced to clean up their act. They have moved up in the last one year, but that is probably the case with every stock on the bourse. The question is: Can their re-rating be sustained? The answer lies in looking back at what made things happen the way they did.

Small is getting beautiful: 6 small private sector bank stocks with upside potential ranging from 26 to 42% in 1 year

Anand Radhakrishnan, MD of Sundaram Mutual, highlights market trends and economic growth, pointing out a cyclical slowdown and discusses stock market outloook for 2025. He explains how mid and smallcap stocks outperformed largecaps and discusses the performance of private banks. Radhakrishnan emphasizes cautious policy measures and potential investment opportunities, noting the importance of global and domestic liquidity in the future.

Why small and midcaps yet again managed to beat largecaps in 2024? Anand Radhakrishnan answers

Bank Nifty trading lower, private banks underperforming, futures hovering around 51,380; next move depends on 51,200 or 51,500 break.

Bank Nifty Prediction today – Dec 20, 2024: Wait for clarity before taking fresh trades

The SBTC has banned the interstate bulk transfer of blood and its components till January 31, 2025. It took the step after finding that many private banks, especially from the Kolhapur and Solapur districts, were transferring large quantities of blood to private facilities in the neighbouring states at a higher processing fee.

Mumbai: Blood Banks Seek Permission To Share Surplus Stock Amid Statewide Shortage; SBTC Maintains Ban On Interstate Transfers

Private bank stocks, including HDFC Bank Ltd. and ICICI Bank Ltd., contributed heavily to the declines in both the Nifty 50 and Sensex.

Nifty, Sensex Drop Nearly 2% In Three Days Ahead Of US Fed Decision; Private Banks Stocks Weigh: Market Wrap

SBI ETF Private Bank objective is to provide return that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error