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Hot Stocks: CLSA lists stocks that could benefit from the 100-day plan for Modi 3.0

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[hfe_template id='11223'] [ad_1] Brokerage firms such as CLSA list out stocks such as L&T, IRB, and NCC among others that could benefit from the 100-day plan for Modi 3.0, Goldman Sachs is positive on private banks, Jefferies prefers Aavas Financiers, Can Fin Homes as top housing finance companies and Morgan Stanley are overweight on HDFC Life. We have collated a list of recommendations from top brokerage firms from ETNow and other sources: CLSA on the 100-day plan for Modi 3.0: Infra stocks to benefit An ambitious 100-day plan for Modi 3.0 to hit the ground running with large orders, CLSA said in a note. Large orders the being identified to be placed across the infrastructure and defence domains, it said.Asset monetisation plans to improve funding visibility. Demands from the BJP's allies for more capex in the Andhra and Bihar states should revive state capex as well.The global investment bank Larsen & Toubro (L&T), IRB Infrastructure, Hindustan Aeronaut...

yes bank: Deposit growth improves at private banks in Q4, but at higher costs

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[hfe_template id='11223'] [ad_1] On a sequential basis, HDFC Bank, ICICI Bank, and Axis Bank reported a faster growth in deposits for the March quarter compared with the credit growth while IndusInd Bank and Yes Bank showed marginally lower growth in deposits than advances. Synopsis While these lenders were able to increase deposits at a faster clip during the quarter, the growth was accompanied by higher interest outgo, thereby contracting net interest margins (NIMs) year-on-year. The sample includes HDFC Bank, ICICI Bank, Axis Bank, IndusInd Bank and Yes Bank. Kotak Mahindra Bank is expected to declare quarterly numbers on May 4. ET Intelligence Group: The deposit growth of banks has resumed after falling behind the growth in advances over the previous few quarters, showed an analysis of the March 2024 quarter results of top private sector banks.While these lenders were able to increase deposits at a faster clip during the quarter, the growth was accompanied by higher ...