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Podcast: Kotak Market Mantra
Episode: Weekly Fundamental Insights With Rini Mehta | 11th April 2022
Description: Join Rini Mehta to get a fundamental perspective on the trading week.Weekly pick: HDFC and HDFC Bank - HDFC Bank and HDFC Ltd announced that they have secured board approval for an amalgamation into the bank. We believe it will benefit the bank in building a long-duration mortgage book – another lever for secured growthOther picks: Home First Finance - The company’s 3QFY22 performance reflects a firm exit from the Covid-related slowdown with 8% Quarter-on-Quarter (QoQ) loan growth for the second consecutive quarter.