Nuvama on Zen Technologies Recommendation: Buy | Target Price (TP): ₹2,200 – Zen Technologies (ZTL) sees strategic positives despite a muted H1 in terms of […]
Tag: India Strategy
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.
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 […]
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 […]
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 […]