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BERNSTEIN INDIA STRATEGY
HDFC Bank overhang eases, Kotak CEO exit creates fresh uncertainty: What Pranav Gundlapalle is watching nowIndia's private banking sector faces pivotal moments with two major players at different junctures. HDFC Bank awaits RBI's nod for its CEO,...
India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeekBernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...
AI's hidden thirst: Why India must align AI and renewable energy policyIndia's AI ambitions face a critical water challenge, with data centre expansion demanding significant resources. While on-site cooling has...
Banks raise NRI deposit rates to draw dollar inflowsIndian banks are offering higher interest rates on foreign currency deposits. This move aims to attract money from overseas residents. The ...
Why Amazon has struggled to crack IndiaAmazon's India strategy is changing: under new leadership, the company is focusing on profitability over rapid growth. This shift comes as ...
PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
Venugopal Garre flags structural weakness in capital flows, urges long-term reform pushExternal geopolitical factors are pressuring the rupee, not domestic economic mismanagement. This requires careful policy handling to avoid...
Godrej Consumer shares tumble 6% despite Q4 show. Should you buy, sell or hold the stock?Godrej Consumer Products shares dropped nearly 6% on Thursday despite reporting a 9.7% YoY rise in Q4 net profit and double-digit revenue g...
Nifty target 26,000: Bernstein’s Venugopal Garre lists 6 sectors to buy amid Iran war ceasefireBrokerage Bernstein set a year-end target of 26,000 for the Nifty 50, with strategist Venugopal Garre saying the United States–Iran ceasefi...
UBS downgrades Indian stocks to Neutral as Iran war raises energy supply risksGlobal brokerage UBS has downgraded Indian equities to Neutral from Attractive due to escalating geopolitical risks in the Middle East and ...
Nifty can fall below 19,000 in worst case GFC-like scenario, warns Bernstein; rupee could breach 110/USDGlobal brokerage Bernstein warns the Iran conflict could trigger a "GFC moment" for India if prolonged, leading to elevated crude prices an...
Bernstein hikes Paytm target to Rs 1100 as India's fintech sector expands rapidlyIndia's fintech ecosystem is witnessing rapid growth, with players like One97 Communications Ltd (Paytm) scaling operations while working t...
Sensex soars 1,436 pts, Nifty above 24,150. Top 5 factors that unleashed the bulls todayBSE Sensex surged 1,400 points and Nifty50 closed above 24,150 driven by gains in financial, auto, and IT stocks. Major contributors includ...
Hot stocks: Brokerage view on Hyundai Motor, UltraTech and Oberoi RealtyNomura and Macquarie have given Hyundai Motor India favorable reviews with buy ratings, noting growth potential in the Indian car market. M...
Bernstein India Strategy: Navigating the disconnect between earnings and stock price movementsCaution is advised for investors as earnings performance is crucial for market progress, highlighting the risk of overvaluation. Informed i...
Hot Stocks: Brokerage view on Varun Beverages, Bharti Airtel; Paytm gets 'outperform' ratingBernstein maintained an outperform rating on Paytm with a target price of Rs 600. After >40% decline in the last few days, the stock is onc...
Delhivery’s ecommerce shipments market share slips to 21% in FY23Delhivery's market share is expected to further fall to 19% by FY30, according to a report by brokerage firm Bernstein.
DBS can fund $2 billion bid for Citi India unit, Bernstein saysIt’s a case of “either go big or go home” for DBS to further expand in India where the Singapore-based bank also acquired Lakshmi Vilas Ban...
Bharti Airtel rises more than 1% ahead of Q2 earningsCredit Suisse analysts believe the company’s losses may narrow to Rs 846.8 crore, compared to the steep net loss of Rs 23,044.9 crore a yea...
Reliance Jio may start operations with 'disruptive offers': Bernstein ResearchBernstein Research said in a research note, that a 10-year organic strategy could yield a 10 per cent subscriber share and a 9 per cent rev...