In October, Asian markets (excluding China) saw large foreign outflows as investors became worried about the U.S. presidential election and other factors. Investors pulled out […]
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SEBI Proposes Public Disclosure of Stress Test Results for All Mutual Fund Schemes
The Securities and Exchange Board of India (SEBI) has proposed that all mutual fund schemes should disclose their stress test results. This suggestion was made […]
FOMC Preview: November Meeting – Morgan Stanley, Trump Victory Means Fewer Fed Cuts: Nomura, Fed May Revise Assumptions in December If Republicans Gain Control of Both Congressional Chambers – Nick Timiraos
Morgan Stanley: The economy is growing strongly, but inflation is getting closer to the target, which leads the Federal Reserve to reduce the interest rate […]
Morgan Stanley, Citi, and Nomura: Key Insights on US Elections, India Strategy, and Power Transmission Growth
Morgan Stanley on US Elections and Asia’s Outlook Tariffs are expected to be a key issue for Asia. If implemented, they could create downside risks […]
Jefferies, CLSA, and Nomura Insights: US Election Impact, Auto Sector Outlook, and Consumption Trends in India
Jefferies India Strategy Overview: A split government after the US elections seems to be the base case, which could limit the likelihood of drastic policy […]
Brokerage Reports on Titan, Berger Paints, GAIL, DR Reddy’s, Manappuram Finance, and ABB, Jefferies India Strategy, CLSA on Auto, Nomura on Consumption
Morgan Stanley on Titan EW, Target Price: Rs 3532Titan’s 2Q showed strong top-line growth but a significant negative surprise in margins.The 12% YoY growth in […]
Brokerage Reports: Bernstein India Strategy, CLSA on Nifty, Apollo Hospital Expands Metro Presence; HDFC Bank Boosted by HDB IPO; Amara Raja Eyes EV Market; KEC, Exide, Gland Pharma, ABB, Bata, IGL See Mixed Q2 Results
Bernstein on India Strategy Bernstein acknowledges a slowdown in India, noting that most sectors, except banks and IT, have missed earnings expectations in Q2. Autos […]
Bernstein & CLSA: India’s Economic Slowdown and Market Outlook Targeting 22,990 to 23,500 for Nifty
Bernstein India Strategy We need to recognize the slowdown in the economy. Earnings misses have been a consistent trend across most sectors, except for banks, […]
China Plans Over 10 Trillion Yuan Fiscal Package to Revive Economy, Reports Reuters
China is considering approving a new fiscal package that would allow for the issuance of over 10 trillion yuan (approximately $1.4 trillion) in additional debt […]
Brokerage Reports: Goldman on M&M, Honda; Kotak on M&M; GS on OMCs; MS on Tata Motors; Nomura on Cipla; UBS & JPM on Sun Pharma; DAM on Airtel; Jefferies on Nykaa
Goldman Sachs on Asia-Pacific Conviction List Honda and Mahindra & Mahindra (M&M): Added to APAC Conviction List. The strong demand for new SUVs and upcoming […]
US Companies Set to Issue Record $1.5 Trillion in Bonds by 2025 as Economy Grows
In 2025, companies may issue about $1.5 trillion in US bonds. This year, they’ve already issued over $1.4 trillion, breaking records for four months, making […]
Institutional Investors Pull Back: $6 Billion Exits U.S. Stocks Amid Market Caution
Institutional investors just pulled around $6 billion out of U.S. stocks, making it the biggest sell-off since 2015 and the second-largest in the past 15 […]