India

CLSA Overweights India Amid China’s Struggles, While Citi Downgrades Indian Equities Over Slower Earnings Growth

India’s Economy in a Sweet Spot: Moody’s Projects 7.2% Growth for 2024, Goldman Sachs Sees 6.3% Growth in 2025, Below Consensus

Brokerage Reports: CLSA on India Strategy, DLF, HAL, Fusion Fin; JPM on Honasa, City Gas; Jefferies on Thermax, HAL: DLF TP Rs. 870, HAL Rs. 5,500, Honasa Rs. 330, Fusion Fin Rs. 155, Thermax Rs. 3,700.

Economy in Charts: Asian Markets Slide as China’s Economic Support Falls Short; Indian Rupee Hits Record Low, Tesla Shorts Lose $5.2B, S&P 500 Hits Best Election Year in 88 Years

India’s October CPI at 6.21% and Industrial Production Up 3.1%: 14-Month Inflation High, Strong Manufacturing Growth

Jefferies downgrades earnings forecasts as Nomura predicts Q3 FY25 slowdown. Nifty 50 falls 6.2% as foreign investors sell over $10B

Nomura, Morgan Stanley On India Strategy, Jefferies, CLSA, Goldman Sachs on Britannia, Jubilant FoodWorks, Shree Cement, Asian Paints, Hindalco, ICICI Bank: Mixed Ratings, Targets Reflect Demand & Margin Trends

Market Outlook: Morgan Stanley’s Bullish India Strategy & Goldman Sachs on Consumption Trends

Supreme Court Dismisses SEBI Appeal in 2007 Reliance Petroleum Share Manipulation Case

SEBI Proposes New Insider Trading Rules to Improve Disclosure and Transparency

Jefferies on India Strategy, Hindustan Aeronautics, JP Morgan Downgrades Asian Paints, CLSA on SBI, Goldman Sachs on United Spirits, Morgan Stanley on Ashok Leyland, and more stock recommendations

Economy in Charts: US Stock Market, Trump Win, RBI Growth Projections, Indian Retail Loans, US Elections, Indian Economy, China’s Economic Package & More

October Sees Major Foreign Outflows from Indian and Asian Markets Amid Weak Earnings

SEBI Proposes Public Disclosure of Stress Test Results for All Mutual Fund Schemes

Morgan Stanley, Citi, and Nomura: Key Insights on US Elections, India Strategy, and Power Transmission Growth

Jefferies, CLSA, and Nomura Insights: US Election Impact, Auto Sector Outlook, and Consumption Trends in India

Brokerage Reports on Titan, Berger Paints, GAIL, DR Reddy’s, Manappuram Finance, and ABB, Jefferies India Strategy, CLSA on Auto, Nomura on Consumption

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