Elara Capital

India is better placed than many emerging markets to benefit from a weaker U.S. dollar, thanks to its strong domestic demand and policy credibility, according to Adam Wolfe of Absolute Strategy Research.

Nomura, Fidelity, Jupiter's India-focused funds see sharp redemptions as FIIs sell-off

Since January 2025, around 65 percent of all India-focused funds have been seeing redemptions, noted domestic brokerage Elara Capital.

India’s foreign flow momentum slowed this week as US domestic funds saw redemptions: Elara Capital

Gold funds continued to see strong recovery, drawing $3.9 billion in inflows this week. Over the past three weeks, gold funds have accumulated $12.4 billion, nearly erasing the previous month’s losses.

India-dedicated funds step up on redemption as focus shifts to Europe, China

As Indian markets face sustained outflows, notably from dedicated funds, Europe is experiencing a surge in investor confidence and China is seeing a revival in inflows, signaling a potential shift in global investment priorities.

90% of the top 30 largest EM funds are currently underweight on China

Among the top 450 funds, the median underweight stands at 3.1%.

In 8 charts: Which segment of Indian market would be worst hit from unwind of yen-carry trade?

A recent report from Elara Capital captured the exposure of the Indian equity markets to the trade and the extent of damage the unwinding can cause

Elara Capital maintains 'Accumulate' rating on FSN E-Commerce, sets target price of Rs 190

Elara said that some key factors for a potential upgrade in the stock include sustained revenue growth and profitability in BPC despite competition from quick commerce, as well as improved profitability in the Fashion segment.

This brokerage believes multibagger RITES will correct by more than 30%

The company's EBITDA margin fell to 24.7 percent from 28.5 percent a year ago, or by 380 bps

Elara Capital initiates coverage on Delhivery with ‘Reduce’, cautious against consensus optimism

Despite the company’s pan-India reach via state-of-the-art tech, analysts believe it may face underutilisation

Brokerages positive on Apollo Hospitals despite subdued Q3; here's why

Optimistic management commentary projecting a breakeven for Apollo HealthCo, improving and expansion plan have resonated well with brokerages

All about Jo Johnson and Elara Capital, UK firm with Adani ties

Elara Capital's asset management business is under the spotlight after US short seller Hindenburg Research linked Mauritius-based funds run by the London firm with Gautam Adani’s Adani Group companies.

Adani Enterprises may file for mega Rs 20,000cr FPO in Jan; takes more I-bankers on board

If it fructifies, the Adani Enterprises FPO would be arguably the biggest yet in India Inc, beating the previous record held by Yes Bank. In order to boost its capital levels in line with regulatory norms, the private sector lender had launched an FPO in July 2022 to raise Rs 15,000 crores.

Budget 2023: Govt may target fiscal deficit of 5.7-5.8%, unlikely to cut income-tax rates, says Elara Capital’s Garima Kapoor 

Budget 2023: The capex cycle in select sectors could sustain despite the weakening global economy as the drivers are policy driven, says the economist.

Maruti Suzuki's latest recall unlikely to have significant impact on stock

The third recall in a year but not a matter of concern, as it is a regular practice at OEMs, said sector experts

PVR, INOX announce merger, Ajay Bijli will be MD of combined entity

The combined entity will have a screen share of 50 percent in the multiplex industry and PVR-INOX together will command a box office share of 42 percent for Hindi and English content.

KKR-backed Max Healthcare engages Citi, HSBC, Credit Suisse and Kotak as investment bankers for Rs 1,200 crore QIP

Abhay Soi, a first-generation entrepreneur and turnaround expert in the hospitals segment is the Chairman of Max Healthcare. He holds a 23.26 percent stake while co-promoter private equity firm KKR holds 51.94 percent.

Stick to fundamentals! Elara Capital picks 15 'Crisis Crusaders' for long term

Elara Capital in its latest report on ‘India Strategy’ highlighted that they have studied the “fundamental metrics that matter during the crisis” to make an informed portfolio choice.

Coronavirus pandemic | These five states are leading India's economic recovery

The report uses proxy indicators such as power consumption, traffic movement, mandi (wholesale market) arrivals and Google mobility data, to track the progress with respect to revival in economic activity across India.

Lucky 3! These Nifty50 stocks outperformed in 2019; time to book profits?

Experts remain constructive on all the three names, but do not rule out consolidation in the near-term which could be used as an opportunity to buy

One-third of Nifty companies trading at a reasonable value: Elara Capital

Nifty is trading close to its long-period average and about 1/3rd of the Nifty companies are trading at very reasonable value attribution to long-term earnings.

'NDA vs UPA: Modi govt maintains fiscal discipline, but quality of spending unimpressive'

Compared to UPA, Modi-led NDA government has performed better in taming the fiscal deficit on increased tax collection and compliance but the spending quality has remained unimpressive

Betting on: FIIs were net buyers in Indian market post Budget in last 5 years

Most experts feel that flows are expected to be rangebound in 2019 as FPIs may continue with a cautious stance until there are concrete signs of economic recovery and a stable government

India going through structural changes, so expect some pain: Elaral Capital

Elara Capital is hosting a two days conference titled Elara India Dialogue 2017. In an interview to CNBC-TV18, Raj Bhatt, Vice-Chairman & CEO of Elara Capital shared his readings and outlook on the market from the side-lines of the conference.

Positive for HPCL, if it remains a subsidiary of ONGC: Elara Cap

Gagan Dixit, Oil & Gas Analyst, Elara Capital says in case ONGC acquires stake in HPCL, then the fundamentals of the company will remain the same and will be a positive for HPCL stock