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*POSITIVE READ THROUGH FOR HDFC LIFE*
KOTAK INSTITUTIONAL EQUITIES SAYS AFTER MEETING MGMT
Well placed to achieve its guidance of high-teen APE growth with similar VNB growth
Market sources suggest that some mid-sized insurance companies have revised down product IRRs (following a decline in bond yields) or tweaked term premiums, again auguring well for larger industry players
MPORTANT CLARIFICATION
Recent media articles on regulations for the bancassurance business led to a correction in life insurance stocks (link).
According to HDFC Life, the *news flash is based on rumors and speculation*; the *company has stated that it has not received any communication from the regulator on this front*
KOTAK INCREASES APE GROWTH ESTIMATES 20% APE growth in FY2025E (17% in 2HFY25E), up from 18% earlier.
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We initiated a short position yesterday and already 300 points down from initial entry ... Update was in a Private Channel
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Nifty RSI is below 40 & ADX is 30 with -DMI dominant... So better avoid long for a while if you cannot short
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Bank Nifty Future is still holding morning low ... If breaks then we may see acceleration in selling pressure across board !!
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You don’t need to be perfectly right about the timing if you are right about the direction and you are patient enough.
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This was the morning update. It bounced till 24079 gave another opportunity to short. And now we are at days low
¡Ya disponible! Investigación de Telegram 2025 — los principales insights del año 
