Jefferies India

The increased weighting on India's largest lender, HDFC Bank, comes as analysts anticipate that banking stocks are approaching an inflection point

Jefferies, Kotak sound caution on India's prospects amid recent macroeconomic concerns

Brokerages are advising investors to be cautious about India's relatively strong macroeconomic position, as recent developments have raised concerns.

AU Small enters Jefferies' India portfolio, CAMS removed: Chris Wood explains why

The latest revision has raised the weight of banking in the portfolio to 35%. Just last week, Wood added food delivery platform Zomato and SBI Life to long-only India portfolio.

Go First Insolvency: IndiGo may ride the tailwind, analysts see duopoly ahead

The bankruptcy of Go First could imply a near-term crunch for flyers because of the disruption of services, but many analysts believe that IndiGo is well-placed to leverage the opportunity and improve profitability.

Jefferies' Mahesh Nandurkar remains bullish on IT sector

The bullishness stems from the recent commentary from Infosys and TCS on strong hirings and the revenue visibility, Nandurkar has said

Investors pivoting from growth to value stocks as US Fed looms: Chris Wood

"Since mid-November, value stocks have outperformed growth stocks by 16.1%"

Indian MF industry's AUM may reach Rs 90 trillion by 2030, says Jefferies' Chris Wood

HDFC Asset Management is an interesting investment play, the Greed & Fear report said, adding that it does not, for now, have any of the Indian listed fund houses in the Indian long-only portfolio.

Fed tightening may delay listing of unicorns in India: Chris Wood

The arrival of a growing number of listed digital plays is clearly coming, which will add another dimension to the stock market, said Wood.

Budget Snapshots | India’s economic activity at its lowest since 2013

India's economic indicators took a turn for the worse in April

Narayana Hrudayalaya IPO oversubscribed 8.41 times

Narayana Hrudayalaya has raised Rs 184 crore from 15 anchor investors, including the Singapore government, at the upper price band

Narayana Hrudayalaya IPO subscribed 30% on Day 2

The Rs 613-crore IPO received bids for 51,12,900 shares against the total issue size of 1,71,66,309 shares, data available with the NSE till 1700 hrs showed.

Narayana Hrudayalaya IPO subscribed 7% on Day 1

The Rs 613-crore IPO received bids for 12,34,860 shares against the total issue size of 1,71,66,309 shares, data available with NSE till 1700 hours showed.

Sandhar Tech seeks Sebi nod to raise Rs 300 cr via IPO

The funds garnered from the initial public offer (IPO) will be used for setting up a new manufacturing facility at Hosur in Tamil Nadu, among others things, Sandhar Technologies said in a statement.

Syngene International IPO scan by VS Fernando

VS Fernando a veteran IPO analyst has come out with his view on Syngene International IPO.

Cyclicals could see 20-50% increase in EPS: Jefferies India

Jefferies India says the ongoing re-rating driven market rally is similar to historical rallies and likely to transform to one driven by earnings upgrades going forward.

Patni buy will help iGate build scale: Jefferies

iGate will buy Patni's founders' and private equity firm General Atlantic's combined 63% stake in the company for USD 921 million. In an interview with CNBC-TV18, Probir Rao, MD, Jefferies India, who was one of the advisors to the iGate consortium, spoke on the transaction and the road ahead.