Apr 17, 2020 10:23 AM IST
The US-based investment bank has also lowered the Nifty50 target to 9600 for end-June 2021, from 10,800 levels on lower earnings expectations and a lower target multiple of 15.5X.
- Jan 14, 2020 02:09 PM IST
Top stocks from Nomura include ICICI Bank, Axis Bank, Larsen & Toubro and Dr. Reddy's Lab.
- Nov 26, 2018 03:31 PM IST
Morgan Stanley double upgrades EM from underweight to overweight and downgrade US stocks to underweight.
- Oct 24, 2016 11:49 AM IST
"Last week we took profits on our Emerging Markets 'overweight', as it became a consensus long, the US dollar is moving higher, the Fed is coming up and Chinese property tightening is restarting," JP Morgan Cazenove equity strategist Mislav Matejka said in a note.
- Aug 03, 2016 09:43 AM IST
Speaking to CNBC-TV18 James Sullivan, Managing Director-Asia Equity Research, JPMorgan, said that in the short-term the Nifty index has moved past their target of 8600.
- Jun 03, 2016 09:22 AM IST
JP Morgan feels Yes Bank's model of structured lending and aggressive monitoring and recoveries helps it avoid credit losses even when lending to weaker corporates and sectors
- Mar 03, 2016 08:25 AM IST
Indian stocks should offer returns in the low-teens in dollar terms based on expectations of 10-14 percent growth in earnings, Goldman Sachs analysts including Sunil Koul said in a research note.
- Oct 07, 2015 09:55 AM IST
Speaking to CNBC-TV18, HSBC's Head of Equity Strategy Herald Van Der Linde, says the fall in interest rates, relatively better earnings growth and a large exposure to commodity prices is making India a good place to bet on.
- Aug 20, 2015 01:11 PM IST
Even with continuing sharp tax increases, rising cigarette volume elasticity and illicit cigarette trade, the brokerage expects ITC to report mid- to high-single-digit EBIT growth in the cigarette business. It firmly believes ITC may have sufficient pricing power to offset cigarette volume declines and register positive earnings growth.
- Aug 15, 2015 01:05 PM IST
Despite the pain in the financials sector, Ashburton continues to stay overweight on it apart from industrials and consumer discretionary sector.
- Jul 30, 2015 03:25 PM IST
While the company is facing a big challenge in terms of its China sales, HDFC Securities' Dipen Sheth believes the company has other things working for itself like its product quality and brand portfolio.
- Jul 08, 2015 11:30 AM IST
Raychaudhuri says some volatility can be expected in the short term as there is a tendency for global assets to gravitate towards safer havens in times of turmoil like these.
- Apr 22, 2015 10:41 AM IST
Credit Suisse believes Prime Minister Narendra Modi's structural economic reform programme is already bearing fruit and India merits an exclusion from the 'fragile five'.
- Jan 20, 2015 08:47 AM IST
CLSA has tweaked its model portfolio by upgrading Reliance Industries to â€˜neutral‘ from â€˜underweight‘ and increased weightage by 2 percentage points
- Dec 03, 2014 11:15 AM IST
In an interview to CNBC-TV18, Geoff Lewis, executive director, JP Morgan Asset Management shares his pecking order.
- Dec 01, 2014 09:27 AM IST
Indian equities are benefiting from the start of a new growth cycle, a benign global environment resulting in a positive shift in terms of trade and reforms, says Morgan Stanley
- Aug 27, 2014 12:30 PM IST
The brokerage advises investors to be patient with the stock as leading indicators of revenue recovery are still at bay.
- Aug 20, 2014 08:45 AM IST
The report estimates MSCI India to trade at 16.5 times 12-month forward earnings against a long-term average of 15 times. This makes the domestic equities to be the second most expensive in Asia ex-Japan after the Philippines.
- Dec 17, 2013 10:03 AM IST
Adrian Mowat of JPMorgan says earnings delivery by Indian companies has been much better than most emerging markets. He is overweight on IT, mining and bank stocks.
- Nov 22, 2013 03:53 PM IST
Arnab Das of Das Capital says, |"The equity market in US will continue to be reasonably strong, but probably not go up a lot. The rest of the world may suffer relative to the US."
- Oct 09, 2013 04:54 PM IST
Mahesh Patil of Birla Sun Life AMC remain overweight on IT stocks on back of rupee stabilising and the deal pipeline looking much healthier.
- Sep 30, 2013 09:30 AM IST
Brokerages are bullish over Marico, Kotak Mahindra Bank and Mahindra and Mahindra Financial.
- Sep 19, 2013 01:22 PM IST
Due to the sudden surge in the stock price, the valuations have expanded and most brokerages have either a buy or an overweight rating on the stock with a target price ranging from Rs 360 to Rs 515.
- Aug 26, 2013 10:51 AM IST
However, Barclays cuts its target price on L&T to 900 rupees from 1,000 to reflect impact of rupee depreciation on margins in the near term.
- Aug 23, 2013 05:04 PM IST
HSBC downgraded Indian equities from 'overweight' to 'neutral'. It is citing counry's failure to cope up with currency and declining growth.