A JPMorgan note has said that TCS may see growth recovery from the second half of FY26, and the stock has underperformed Nifty and Nifty IT owing to earnings downgrades.
It racked up $30 billion of profit in that period, more than double its closest rival
JPMorgan, Citigroup and Wells Fargo report solid Q2 earnings, even as tariff uncertainty and inflation loom over US markets.
There is a heightened degree of dialogue around India in global boardrooms and clients want to use India as a hub for growth, Aiyengar told Moneycontrol.
Dimon also said that former President Joe Biden “didn’t have one business person” advising him and that he was “speechless about the lack of knowledge” in the administration.
Top executives jockey for Wall Street’s most coveted role as Dimon signals his exit is nearing.
Jamie Dimon has been making headlines over the past few weeks over his comments on working from home and his clear message to JPMorgan staff to resume working from the office five days a week despite concerns from employees.
JPMorgan’s view offers investors some relief after mounting fears that the world’s biggest economy would contract pushed stocks near correction territory.
Only about 10 percent of the most powerful roles such as CEO, COO, and CFO, are held by women, the JPMorgan Chase & Co report stated.
JPMorgan analysts remain confident in the structural growth story of defence stocks, emphasising that India's defence capex and domestic manufacturing push are long-term trends
Chatterji, a veteran dealmaker, is not that concerned with the shorter-term pullback by FIIs from Indian equities and said they are scouting for well-priced IPOs.
Analyst Nicolas Welch explained to CEO Jamie Dimon that his team was composed of seven people located in different geographies, including India, and work in different time zones. So working from the office did not make sense for the team.
The JPMorgan CEO also revealed that under the tremendous pressure, he witnessed firsthand which employees could handle stress. 'Some people are great, and some are just children,' he said.
Inflation and tariffs will have the biggest impact on markets in 2025, followed by geopolitical tension, according to the annual trading poll. Some 41% surveyed highlighted volatility as their biggest anticipated daily trading challenge, up from 28% last year.
Amid talks of enforcing a strict five-day work from office policy for its three lakh employees, JPMorgan stated it understood that 'not everyone will agree' with management’s decision.
'The people who work for you not going to the office. That bothers me. I don't allow that,' JPMorgan Chase chairman and CEO Jamie Dimon had said at an event late last year.
While the current pace of investments in EV and hybrid technologies has slowed, JPMorgan said that such investments will continue, though at a measured pace.
Tesla then filed its own claims that JPMorgan had taken advantage of the tweet to reduce the strike price of more than 1.9 million warrants
Foreigners’ appetite for local debt waned after Donald Trump’s election win stoked speculation of higher US inflation and pushed up the dollar, given the President-elect’s plans to impose tariffs around the globe.
The brokerage's preferred ranking for ER&D stocks places KPIT Tech and Persistent at the forefront, followed by L&T Tech, Cyient, Tata Elxsi, and Tata Tech.
Shares of Mazagon Dock, Bharat Electronics, and Hindustan Aeronautics gained 2-3 percent after JPMorgan described the recent stock correction as an attractive opportunity to buy into these companies.
The GIFT City unit adds to the lender’s centers in Hong Kong and London for high-quality product development, sales and support, according to people familiar with the matter
The bank's Wall Street operations were a bright spot as the prospect of monetary easing by the Fed spurred a rally in equities in the third quarter
There is a substantial opportunity for India from the shift in supply chains from China, though the transition will take years as firms navigate the complexities of relocating operations, JPMorgan’s Chief Executive Officer Jamie Dimon said in a separate interview with CNBC-TV18
The India rally has seen stocks that have benefitted from Centre's policy initiatives, Sullivan added, such as capex, defence and infrastructure plays. Within this, some spaces are yet to see foreign investment, such as supply chain.