India

PLI Scheme Boosts India’s Manufacturing Sector with Rs 1.46 Lakh Crore Investment and 9.5 Lakh Jobs

S&P Outlook: India’s Financial Sector Poised for Growth with Improved Asset Quality and Strong Economic Prospects

India’s Private Sector Sees Strong Growth in December, Boosted by Services and Manufacturing

UBS Cautious on Indian Banks & NBFCs Amid Rising NPL Risks; Cuts Targets for IndusInd Bank , Axis Bank, AU SFB

Brokerage Reports: Jefferies on Newgen, HSBC on Swiggy, JPM on Indus Towers, Macquarie on Healthcare, CLSA & Morgan Stanley India Strategy

Nomura Maintains Positive Outlook on India’s Stock Market Amid Slower Growth, Focuses on Domestic Growth Stocks

BofA Predicts Modest Gains for Nifty 50 in 2025 Amid Valuation Concerns and Global Risks

Indian Govt Approves ₹21,772 Crore Defence Acquisitions to Strengthen Preparedness

India Inc. Poised for Improved Profit Margins and Credit Metrics in H2 FY2025, Driven by Rural Demand and Government Spending

Jefferies Report: India’s Central Government Set for 25% Surge in Capital Expenditure, Focused on Infrastructure and Long-Term Growth

Brokerages on India GDP: UBS 6.3%, Nomura 6%, MS 6.3%. RBI Cuts Likely Dec/Feb. Nuvama on Adani Ports, Nomura on Dixon Tech, MS on RBL, IndusInd Bank, Polycab, KEI, Titagarh Rail.

India’s 3Q GDP Slows to 5.4%, Below JP Morgan’s 6.4% Estimate; Growth Outlook Revised to 6.4%

Brokerage Reports: JPM on LTI Mindtree, MS on Prestige Estates, GS on M&M & Aurobindo, UBS on Siemens, Macquarie on Telecom, Morgan Stanley on Coal India & OMCs, Jefferies India Strategy

Bank of America Allegedly Shared Non-Public Information with Investors in India: WSJ Report

Brokerage Reports: Morgan Stanley, JPM on Reliance Industries; HSBC on India Strategy, MFIs, Sobha; Jefferies, MS on Chemicals; Bernstein on PFC/REC; Jefferies on SBI; UBS on L&T; MS on HCL Tech

Foreign Investors Offload $2.6B in Indian Financial Stocks as Market Hits Correction Zone

India Market Strategies: Citi’s Optimism on Valuations and Growth vs. Goldman Sachs’ Cautious Outlook, Focus on Quality Stocks, and NIFTY Targets of 25,000 and 27,000

Brokerage Reports: HSBC, MOSL on Glenmark Pharma; Jefferies on Indian Hotels; Morgan Stanley on Suzlon Energy; CITI on Indus Tower; UBS on RK Forgings.