CLSA on India Strategy CLSA has revised its October strategy, reallocating funds to India with a 20% overweight stance. The decision comes as China’s economic […]
Category: Brokerage Reports
U.S. Recession Odds at 75% Amid Inflation & Tariff Concerns; U.S. Equity Funds See $37.37B Inflows, Emerging Markets Face $25.5B Outflow in October
The market rally after the election is fading. The S&P 500 has dropped below 6,000, Treasury yields are near four-month highs, and the Fed isn’t […]
Antique on Allied Blenders: Buy Target Rs 405; JPMorgan Neutral on Vodafone Idea Rs 10; Goldman Sachs Buy Eicher Motors Rs 5400; UBS Buy Apollo Tyres Rs 605; Jefferies Buy PI Industries Rs 5100
ANTIQUE on Allied Blenders Initiates a Buy with a target price of Rs 405. Sees growth in premium brands with new launches and global partnerships. […]
Foreign Investors’ Stake in NSE Falls to 15.98% (12-Year Low); Mutual Funds Rise to Record 9.58%
Foreign investors’ share in NSE-listed companies dropped to 15.98% in October, reaching its lowest point in twelve years. The value of foreign investors’ assets in […]
Brokerage Reports: Macquarie Underweight on Swiggy, Zomato with T.P. Rs 325, Rs 130; CLSA on Reliance Industries, Britannia; Jefferies Underperform on BSE at T.P. Rs 3500; BofA, UBS Warn of Inflation Risks Impacting Growth
Macquarie On Swiggy Macquarie starts coverage with an “Underperform” rating and a target price of Rs 325. Swiggy has potential, but the path to profitability […]
Jefferies downgrades earnings forecasts as Nomura predicts Q3 FY25 slowdown. Nifty 50 falls 6.2% as foreign investors sell over $10B
In October, India’s NSE Nifty 50 Index fell by 6.2%, marking its worst monthly decline since March 2020, due to increased foreign outflows. According to […]
AMFI October Data: Equity Inflows Surge 21.7% MoM to Rs. 41,887 Cr, Total AUM Hits Rs. 68.5 Lakh Cr
Mutual funds in India saw net inflows of ₹2.39 lakh crore in October, contrasting with a ₹71,114 crore outflow the previous month. Equity funds recorded […]
Market Outlook: Morgan Stanley’s Bullish India Strategy & Goldman Sachs on Consumption Trends
Morgan Stanley India Strategy India is currently experiencing a $10 trillion positive wealth shock, with Indian households accumulating $9.7 trillion in wealth over the past […]
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
Britannia Industries Nomura has issued a Neutral call on Britannia, with a target price of Rs 5,800 per share. The company posted another quarter of […]
Wedbush Raises Tesla Price Target to $400 as Hedge Funds Bet on Banks and Short Renewable Energy Amid Trump Election Win
Wedbush has increased its price target for Tesla stock from $300 to $400, believing that a win for Trump in the U.S. presidential election will […]
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
Jefferies India Strategy: Over 20% of stocks covered by Jefferies are trading below their lows from June’s election results. 30% of stocks are down more […]
Brokerage Reports: Macquarie on M&M, BofA & Goldman Sachs on M&M, Bernstein on Trent, Macquarie on TCS, Jefferies on JB Pharma, Blue Star, Astral, Go Digit
Macquarie on M&M Macquarie has kept its “Outperform” rating for M&M, with a target price of Rs 3,441. The company had a strong Q2, and […]