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BERNSTEIN RESEARCH
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...- Huawei bets on speed over shrinking transistors to sidestep US chip sanctionsChina has been barred since 2019 from importing ASML's most advanced extreme ultraviolet (EUV) lithography machines, curbing the ability of...
- SBI margins drag PSU banks, but private banks set for comeback: Pranav Gundlapalle, BernsteinState Bank of India's margin drop was a key event. Analysts suggest the worst may be over for banks. Private sector banks are expected to p...
- Paytm Payments Bank licence cancellation: Jefferies, Bernstein and Goldman decode impactPaytm shares fell 8% after RBI cancelled Paytm Payments Bank’s licence but recovered sharply as brokerages stayed bullish. Analysts see lim...
- Paytm shares crash 8% as RBI cancels Paytm Payments Bank's banking license. What lies ahead?Shares of One 97 Communications, the driving force behind Paytm, have taken a hit following the Reserve Bank of India's unexpected move to ...
- Elon Musk lays out Terafab AI chip project planElon Musk announced Tesla will utilize Intel's 14A process for its ambitious Terafab chip project in Texas. This advanced complex aims to p...
- From AI to subsidies: Bernstein’s candid open letter to PM Modi flags 8 critical fault linesGlobal brokerage Bernstein has cautioned India against becoming a mere user of future technology. The firm suggests that continued reliance...
- Intel lands key first customer for chip '14A' chip tech with Tesla's Terafab project: Elon MuskTesla will use Intel's advanced 14A chip manufacturing technology for its Terafab project. This partnership is a significant win for Intel ...
- A $176 billion reality check for Europe’s luxury brands as Middle East tensions hit shoppersA distant war is impacting global luxury sales. Europe's top luxury firms have lost billions in market value. The Middle East, a key growth...
- When Transparency in The Workplace Is Performative, Not RealOrganizations often claim transparency as a core value, but employees experience limited information sharing without the rationale behind d...
- HDFC Bank's shares take steepest single-day fall in 21 monthsHDFC Bank shares saw a significant drop of over 5 percent. This decline followed the resignation of non-executive chairman Atanu Chakrabort...
- Quick commerce to stay competitive, food delivery remains profit engine: Bernstein ResearchQuick commerce in India is set for intense competition, with food delivery remaining the primary profit driver for online platforms. While ...
- DeepSeek was not built for $5 million: Bernstein report challenges Chinese AI chatbot's claimA Bernstein report addresses the excitement surrounding DeepSeek, an emerging AI company, clarifying that while its models demonstrate stro...
- Bernstein bets big on RIL, sees Jio’s subscriber base hitting 500 million in FY26Reliance Jio Infocomm will further extend its market share, set to take its subscriber base to 490-500 million, helped by positive long-ter...
- HDFC Bank leads peer lenders over mobile transactions despite tech glitchesAs per data analysed by Bernstein, Kotak has a 2% share in system deposits but has a 5% share in mobile transaction. SBI Yono ranks low on ...
- Why is Bernstein sceptical of a macro bull cycle?“The only main reform in this phase is GST – although it has not helped in increasing the tax base. Infra-oriented reforms were not execute...
- Why Asian markets can duck taper tantrum this time aroundWhile Asia's stocks on Friday joined the global rout, a repeat on the scale of 2013 is unlikely.
- China begins 5G trial runs to get headstart in global telecom raceHigh-speed 5G networks can theoretically transmit data 20 times faster than current 4G speed, with less than one tenth of the latency.
- 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...
- Govt, RIL in proxy fight over KG-D6 output decline: BernsteinReliance Industries wants a hike in the price of natural gas to resume drilling in the KG-D6 fields, which have seen a sharp drop in output...
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