The note said the non-lending businesses within the financial sector such as AMCs and wealth management are expected to grow up to 1.5-1.7 times faster than the lending businesses, showing strong outperformance.
Bern’s plea for a level playing field may resonate with the boss of its biggest bank
UBS kicked off coverage with a ‘buy’ rating on power generation players BHEL, Waaree Energies, Premier Energies, and Suzlon Energy.
Betting on UBS and Credit Suisse's synergies, Abhishek Joshi, Head of ECM India, UBS, is confident that the Indian market will remain attractive from an IPO and deals perspective this year
The Swiss bank has been attempting to contain the fallout of a preventable mishap
The 360 One WAM stock has surged nearly 26 percent since April 22, when the acquisition was announced
MCX Share Price: UBS expects key commodities' average daily value to remain strong on the MCX amid volatility caused by geopolitical uncertainties.
For India, UBS lists Bharti Airtel, Tata Power, and CG Power & Industrial Solutions as key stock picks tied to the data center expansion theme.
International brokerage UBS upgraded its rating on India to 'neutral' and Indonesia to 'overweight', preferring themes that suit the current scenario of trade uncertainties.
UBS said the current fiscal year could result in a broad-based earnings recovery for the consumer sector, with overall growth of 13 percent.
360 ONE WAM has approved a strategic collaboration with UBS AG to expand its wealth management offerings.
Wealthy American investors are rethinking their portfolios amid Trump’s tariff-driven market chaos, weighing global diversification as doubts grow over U.S. economic dominance.
In the financial industry, the business of managing clients’ savings often blurs professional and personal realms
M&M share price: The tractor segment will likely see better growth, particularly in southern India. Despite the overall weak demand in the passenger vehicle segment, HSBC appreciates M&M’s diversified business model.
Narain says the moderation in India’s earnings growth is spreading to defensive parts of the economy — such as the consumer-staples sector — showing that temporary factors such as government capital expenditure are not the only reasons behind the slowdown.
Investors are overlooking the danger of disinflationary winds from China, if the country’s exports are hit by President-elect Donald Trump’s trade policies, Baweja said in an interview.
UBS maintained HDFC Bank, ICICI Bank, and Federal Bank as its top picks in the BFSI sector.
UBS believes the industry is poised for growth amid record-high affordability, supportive regulations, increasing consolidation among developers
The bank also reported group total revenue of $12.3 billion, which compared with the consensus figure of $11.5 billion
The bank's Indian presence has been bolstered by the integration of the local operations of Credit Suisse, which it last year in a Swiss government engineered rescue
UBS initiated 'sell' calls on Dr Reddy's Laboratories Lupin, Aurobindo Pharma and Zydus Lifesciences while picking Sun Pharma and Cipla as its preferred bets in the pharmaceutical sector.
The Swiss bank has held early-stage internal discussions about possibilities including buying a stake in a local firm to form a joint venture, the people said, asking not to be named discussing private information
UBS maintained its neutral rating on Bharti Airtel and Indus Towers, with an increased target price of Rs 1,595 and Rs 440 respectively.
UBS said the newly launched Jupiter scooter is a significant upgrade over its predecessor and competitors while being at a similar price point.
Avenue Supermarts has been increasingly focusing on private labels in the grocery segment, said UBS.