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BERNSTEIN INVESTMENT ANALYSIS
Nvidia's Jensen Huang under fire; Bernstein retains $4,000 target price on stock, but with key risksNvidia's CEO, Jensen Huang, is under fire after revealing a personal relationship tied to espionage suspicions. Although Wall Street's Bern...- $2 billion gone in two days! FIIs accelerate selling as Nifty, Sensex set to fall for 8th week running. Will they make a comeback?Foreign institutional investors pulled out over Rs 20,000 crore from Indian equities in two trading sessions as the Nifty and Sensex head f...
- FIIs dump telecom for 8th straight month, outflows cross Rs 32,000 crore. Are stocks set for rebound?Foreign portfolio investors have dumped Indian telecom stocks for the eighth consecutive month, pulling out over Rs 32,000 crore in CY26. H...
- Trouble continues: Turtlemint, PB Fintech, other insurance stocks drop up to 38% in 3 days. What are analysts saying?Insurance stocks including PB Fintech, Turtlemint, ICICI Lombard, HDFC Life and SBI Life face selling pressure as proposed IRDAI distributi...
- PB Fintech shares can rally 91% after 2-day bloodbath, says Bernstein. Here’s why it remains bullishPB Fintech shares rose 4% after Bernstein retained its Outperform rating and Rs 2,310 target price, despite the stock’s sharp fall followin...
- FIIs unlikely to return in large numbers without new growth engines in India: BernsteinForeign Institutional Investors are expected to remain cautious regarding Indian equities over the coming year. A report indicates that sig...
- Quote of the day by Peter Bernstein: "Volatility is often a symptom of risk but is not a risk in and of itself. Volatility obscures the future but does not necessarily determine the future"Investor Peter Bernstein highlights a key distinction. Volatility shows market ups and downs. True risk comes from weak fundamentals or deb...
- 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...
- Bank deposits yet to fully reflect repo rate cutsBanks are struggling to attract deposits as policy rate cuts are slowly reflected in deposit rates. Savers are moving funds to other invest...
- Trent's growth reset sparks valuation concerns: Can 20% growth save the premium multiple? Jignanshu Gor answersTrent Limited is changing its Zudio store strategy. Aggressive expansion in cities has slowed growth. The company is now focusing on smalle...
- Bernstein initiates coverage on Eternal, Swiggy with ‘Outperform’ ratings, sees strong upside in QC, food deliveryGlobal brokerage firm Bernstein has initiated coverage on India’s leading e-commerce platforms, Eternal and Swiggy, assigning an ‘Outperfor...
- AI stocks could crash like Dot-Coms, says Wall Street veteran — suggests these safer bets insteadWall Street investor Richard Bernstein cautions against the AI stock frenzy, drawing parallels to the dot-com bubble. He suggests investors...
- America's pain, India's gain? US recession can actually be helpfulIndia is bracing for the impact of US President Trump's tariffs, particularly on Venezuelan oil imports, which may raise costs for refiners...
- 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 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...
- Banks face losses of up to 10% on long-dated G-Secs as yields rise"As per our analysis, if the losses are fully realised which is unlikely in our view on the held-to-maturity book, the range of impact on n...
- Valuations subdued, banks a 'compelling' investment: US FirmDespite a stellar earnings season and decadal high credit growth levels, top public and private sector banks in the country are trading sig...
- An alternative to ‘no alternative’: How bonds snuck up on stocksWhile yields are still low relative to history, the mantra of “there is no alternative” is losing its pull with 10-year Treasury rates near...
- Economy in ICU, says HDFC Bank Chief, but downplays covid risks to loan quality"When the book is investment grade, there is cushion," said Puri.
- Going subprime isn’t the answer for India’s big banksNear-recession in consumer economy means unsecured lending could be the next domino to fall.
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