India key beneficiary of China +1 strategy: Nomura
Nomura estimates that this shift should raise India’s exports from $431 billion in 2023 to $835 billion by 2030, a CAGR of 10%
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HDFC Bank stock dips 4% as Nomura downgrades rating to ‘neutral’
Nomura says the net interest margin of the bank could see “pressure” over the next two-three quarters; JM Financials, ICICI Securities recommend ‘buy’ rating
Is TCS a buy after Q1? Here’s what brokerages say
While ICICI Securities retained its ‘Buy’ stance on TCS shares, Axis Securities and Jefferies assigned ‘Hold’; Nomura and Morgan Stanley gave ‘Reduce’ and ‘Equal Weight’ ratings, respectively.
IT stocks take a hit after Accenture signals slowdown in client spending
New bookings for Accenture in the first quarter were $16.22 billion, a 3% decrease in US dollar.
This PSU railway stock hits all-time high; brokerages see up to 26% upside
On Friday, the PSU stock opened higher for the fourth straight session and gained as much as 5.47% to touch a fresh record high of ₹771.4 on the BSE.
Russia-Ukraine war: Feb trade data grim alert for India as crude spikes
Though, Russia is a marginal trade partner with barely 1.4% of India's import and 0.9% of exports, spike in crude and commodity prices will elevate inflation and dent consumer demand.
Russia-Ukraine crisis: India to be worst hit in Asia, says Nomura
India, Thailand and the Philippines could be the biggest losers in Asia, Nomura says.
Biz confidence at pre-pandemic level: Deloitte, Nomura
With the economy gradually opening up, pandemic uncertainties are reducing, according to separate indicators by Deloitte India and Nomura.
Covid-19: Shock therapy
As the world counts the economic costs of the coronavirus pandemic, India is hardly insulated from this black swan event.
‘Inflation spike transitory; growth downturn durable’
Notwithstanding headline inflation being at a five-year high of 7.4%, Nomura expects the RBI to extend its pause; but the next policy move is still likely to be a rate cut in Q2 to boost growth.
