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 […]
Category: Stock In News
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
Corporate Capital Ventures Investigated by Sebi for IPO Breaches Involving Oriana Power, Annapurna Swadisht, and Others
Corporate Capital Ventures Limited: This Delhi-based merchant banker, which has managed several SME IPOs, is under investigation by the Securities and Exchange Board of India […]
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 […]
Money-Market Funds Reach Record $6.24 Trillion as August Inflows Hit $106 Billion
Money-market funds have attracted $106 billion so far in August. This has pushed their total assets to a record $6.24 trillion as of August 21, […]
Russian Court Orders Google to Pay Astronomical $20 Decillion Fine for Blocking TV Channels
A Russian court recently ordered Google to pay a mind-boggling $20 decillion in fines (that’s a number with 33 zeros) to Russian media networks. This […]
Brokerage Reports: CLSA on L&T (OP), Bernstein on L&T (OP), Nomura on Tata Power, Citi on Cipla, Jefferies on Biocon, and Morgan Stanley on Tata Power (OW) and More
Jefferies India Strategy – Sep’24 ReviewAnalysts have downgraded earnings for over 60% of 98 companies covered. Heavy rains and weak government spending have impacted results. […]