Neha Dave
moneycontrol
Mumbai, MH, India
Contact Neha
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Past articles by Neha:
Which equity index makes an appealing investment strategy?
To view the full content of this article Subscribe to Moneycontrol Plus: Download the App now *Note: - These are app only features and will be applicable on version 4.3 for ios and 5.5.0 for android onwards. Already Subscribed to Plus? Visit the Moneycontrol App » What's included: → Read More
Strong earnings outlook, attractive valuation make ICICI Bank a must buy
Q3 earnings indicate a clear sky making ICICI Bank an exciting yet relatively safe investment bet for long term → Read More
Quick Take | ICICI Pru Life reports muted earnings in 9M FY19 but on track to grow protection biz
The share of ULIPs in total new business annualised premium equivalent stood at 81 percent, while that of the protection business improved further to 8.6 percent → Read More
Non–life insurers report healthy premium growth; prefer ICICI Lombard
Neha Dave Moneycontrol Research--Private non-life players continue to gain market share -State-owned insurance companies report muted growth in premiums -The sector is in a sweet spot supported by progressive regulations-ICICI Lombard better positioned in a growing sector------------------------------------------- For the period April-November 2018, the total gross direct premiums underwritten… → Read More
RBI steps in as liquidity deficit widens
Net liquidity of the banking system continues to be in deficit mode for the 10th consecutive week prompting RBI to scale up liquidity infusion → Read More
SEBI cap on MF fee income will have a widespread impact, and not just on AMCs
SEBI reducing MF charges will hurt wealth managers that largely rely on MF distribution revenue. AMCs are relatively better placed with multiple options to limit the adverse impact → Read More
HDFC AMC IPO: Leader in a growth sector, subscribe
Given the sectoral opportunities and its strong brand, HDFC AMC is well poised for the next leg of growth. It is a great long term bet available at a reasonable price → Read More
SEBI pulls ICICI Pru AMC for I-Sec IPO: Potential financial impact on group cos
While the SEBI rule is another blow to ICICI Group’s corporate governance standards, we try to understand the financial implications of the order on the group companies. → Read More
Rupee staring at 70/$: Is this 2013 all over again?
We don’t see the current depreciation in rupee as a crisis situation yet and hence comparison with 2013 is totally unwarranted. → Read More
Potential stake sale in PNB Housing Finance- Here’s what investors needs to know
At the current valuation, the probability of HDFC buying PNB housing is minuscule. → Read More
L&T Finance Holdings: Well positioned in high growth segments
LTFH redefined its business strategy to achieve top quartile return on equity (RoE) by FY20 or earlier and is well on track to deliver on its stated objective. → Read More
IIFL Wealth's recent fund raising exercise only brightens its future prospects
The capital raised by the wealth management company suggests that its valuation is currently around Rs 14,600 crore, which is 38 times its FY18 profit → Read More
COMMENT-Here's how Chanda Kochhar's exit will impact the ICICI Bank stock price
While there will be speculation on the potential CEO for the term beginning March next year, the managerial changes do help in addressing the succession planning at the bank to some extent. → Read More
Fed delivers on rate hike with improved growth outlook; here
In the June policy, the Fed chose to concentrate on the US' economy rather than be distracted by emerging market woes → Read More
City Union Bank: Steady performer; buy on dips
The consistency in performance makes City Union Bank a worthy stock to consider in an environment where a large part of the banking system has been rendered weak. → Read More
Bajaj Finance & Bajaj Finserv Q4 review – Stellar performance; prefer the former
Bajaj Finance remains best positioned business in the space, making it a must own core holding amongst Indian NBFCs. → Read More
HDFC’s superior performance sustainable, makes it a strong buy
HDFC's core lending business is currently valued at 2.3 times FY20e forward P/B ratio, which is a meaningful discount to its historical average. → Read More
Reliance AMC: Rising inflows make it an attractive medium to long-term bet
With 11 percent market share as at the end of March, RNAM will continue to be one of the key beneficiaries of enduring growth in the mutual fund industry. → Read More
ICICI Lombard General Insurance: A long-term bet
ICICI Lombard is well poised for earnings growth, with an increase in insurance penetration, focus on profitable segments and improvement in operating efficiency. → Read More
ICICI Pru Life Q4 review: Compelling valuations make it a worthy contender
ICICI life is well positioned in a structural growth sector with lowest operating cost and distribution strength through bancassurance, making it a stock worth considering at current valuations. → Read More