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BERNSTEIN ANALYST
PSBs may lose the edge over private peers as tightening liquidity, rising credit costs may impact growthPublic sector banks' advantage over private lenders is fading. Excess liquidity and low credit costs are diminishing. Liquidity coverage ra...
Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
FIFA 2026: Brokerages bet on sector winners as soccer World Cup set to kick offThe 2026 FIFA World Cup will bring billions to host nations. Analysts expect a surge in spending on hotels, airlines, and retail. Beer sale...
Blackstone private credit fund caps withdrawals as redemption requests surgeAfter investors sought to pull out 10% of shares in the second-quarter tender offer, compared to 7.9% in the previous quarter, the $79 bill...
US Stocks: Broadcom set to shed $300 billion in value as AI results fail to impress; shares fall 14%The losses, if sustained, will erase more than $315 billion from the company's market value of about $2.268 trillion, in one of the biggest...
Broadcom set to shed $300 billion in value as AI results fail to impressBroadcom shares dropped significantly after its AI chip business results missed high expectations. This decline affected other chip compani...
Global airline chiefs to confront Iran war fuel shock at industry summitAirline leaders meet in Rio de Janeiro facing a major industry crisis. The Iran war is increasing jet fuel costs and disrupting flights. Th...
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...
India Inc sails past fourth-quarter estimates, but oil shock clouds outlookIndian companies achieved better-than-expected profits in the March quarter. Domestic activity was strong, supported by tax cuts and easy m...
How China's electronics giant Huawei plans to take on its rivals with a chip design breakthroughChina's electronics giant Huawei is pioneering a new chip design approach. This method focuses on reducing signal transmission time instead...
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...
Bernstein says Aadhar Housing, Home First, other housing stocks can rally up to 34%. Here are 3 reasons whyBernstein sees a significant rally potential of up to 34% in affordable housing finance stocks like Home First Finance and Aptus Value Hous...
Jack Ryan: Ghost War X review - Netizens say John Krasinski’s spy thriller is 'pretty enjoyable but not worth the wait'Jack Ryan: Ghost War has premiered on Prime Video in India, reuniting John Krasinski with the beloved CIA team. While some viewers praised ...
Is a deeper bond crash ahead? From Washington to Tokyo, governments are paying the highest borrowing costs in decades as global bond yields surge — why are investors dumping bonds?Global Bond Yields Spike to Multi-Decade Highs as Iran War Fuels Inflation Crisis: From Washington to Tokyo, governments are now paying the...
US stocks today: S&P 500, Nasdaq end lower as inflation, Iran tensions weighUS stocks closed lower as hotter-than-expected inflation and escalating US-Iran tensions weighed on sentiment. The S&P 500 and Nasdaq retre...
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...
SBI sheds over $11 billion in market value in 2 sessions on margin squeeze, disappointing earningsNSE data showed the heaviest fresh call writing on SBI's 1,000 strike on Monday, signalling that investors expect any near-term rebound in ...
Titan shares crash 6% after Q4 results. What are Goldman Sachs, Morgan Stanley, Bernstein, other brokerages saying?Titan Company shares fell despite reporting a 35% net profit growth in Q4FY26. While the jewellery business saw exceptional 50% growth, int...
Buy, Sell or Hold: Elara Capital stays bullish on Titan Company, keeps ‘sell’ call on ABB IndiaBrokerages remain divided on large-cap stocks, with Elara Capital backing Titan Company on strong jewellery demand and revenue growth, whil...