Model Portfolio Articles- 2500 items

Small finance banks were the worst affected during the second Covid wave because most of their lending is unsecured. Now with the economy recovering, small finance banks are able to get back on their feet. Will the valuations also see a recovery?

Kansai Nerolac puts on a fresh coat to protect itself from rising competition in the paints industry. The paint industry is set to witness the entry of many new players, some with deep pockets.

Mahindra Holidays & Resorts’ focus on keeping its capital cost under control and ensuring that part of those savings is passed on to its customers has helped it keep its head above water even when Covid brought the hospitality industry to its knees.

The market was blind to some companies for many years. Then it realized that these consistently generated free cash flows and were not impacted a lot by what happened in the world. That was when these stocks started getting rewarded.

It was only a few years ago that the first stock from the organised diagnostic industry got listed.

Page Industries' premium valuations have stayed high on the back of both strong growth numbers and the fact that it has been adding value-added products to its portfolio. Will the downtrading in apparel because of high inflation and more agile competitors taper growth rates and valuation of the company?

Most subsidiaries of infrastructure major Larsen & Toubro have been able to deliver returns to its shareholders.

Given the fact that most institutional investors have exposure to both HDFC and HDFC Bank, an adjustment in their holdings is bound to happen. Even if some have done it, a little more would probably be required in the coming months.

It looked like startups had taken the lead in the electric two-wheeler segment and traditional internal combustion engine (ICE) players would have a lot of catching up to do. However, some EVs bursting into flames have put a question mark on these startups. Are larger players like TVS better placed to take advantage of this EV space?

Some hotel companies used the Covid crisis to put their house in order. Their stocks have done well even though hospitality stocks globally have faced rough weather. Is the good news frontloaded in stock prices or is there more to come for the companies who are able to deliver on their promises made at the time of raising funds from public markets?