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

India’s private sector saw the fastest growth in four months, driven by strong demand in both services and manufacturing, along with record job growth. Despite […]

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

UBS has expressed concerns about rising non-performing loans (NPLs) and a decline in portfolio quality across several Indian banks and NBFCs. Here’s a detailed summary […]

Equity Mutual Fund Inflows in November 2024: ₹35,927 Crore, Down 14.1%; Large-Cap Funds Down 26.3%, Small-Cap Funds Up 9%, ETFs Fall by 89.5%

In November 2024, equity mutual fund inflows totaled ₹35,927.3 crore, reflecting a 14.1% decline compared to ₹41,865.4 crore in October, as per data from the […]

Nomura Sees Upside in Adani Bonds Despite DoJ Allegations, Expects 7–8% Yield Levels

Nomura: Adani Bonds Could Gradually Trade at 7–8% Levels Nomura has expressed optimism about the Adani Group, stating that its bonds could trade at 7–8% […]

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

Nomura Research analysts have pointed out that India’s stock market faces near-term risks due to slower economic growth and weaker earnings. However, they still hold […]

RBI Keeps Interest Rate Unchanged at 6.50% Amid Economic Concerns

On Friday, the Reserve Bank of India (RBI) decided to maintain its key interest rate at 6.50%, matching both previous and market expectations. This decision […]

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

Mixed Signals for Indian Markets in 2025 Bank of America (BofA) expects the Nifty 50 to reach 26,500 in 2025, reflecting a limited upside of […]

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

India Inc.’s operating profit margin (OPM) is expected to improve in the second half of the current financial year, driven by stronger rural demand, increased […]

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

According to a report by Jefferies, the Central government’s capital expenditure (capex) is expected to rise significantly by 25% in the second half of FY […]

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.

Brokerages on India’s Q2 GDP Growth Projections UBS Revised FY25 GDP growth projection to 6.3%. Believes achieving 6.5% growth will need strong monetary and fiscal […]

U.S. Finalizes $7.86 Billion Subsidy for Intel to Boost Domestic Semiconductor Production

The U.S. Commerce Department is finalizing a $7.86 billion government subsidy for Intel, down from the original $8.5 billion announced earlier this year. This reduction […]

Moody’s Affirms Ratings for Seven Adani Group Companies, Outlook Changed to Negative Amid Legal Challenges

Moody’s has affirmed the ratings of seven Adani Group companies but changed the outlook for all of them from stable to negative. These companies include […]