Reliance Industries shares gain 3% as JIO IPO inches closer; Jefferies increases weight in conglomerateReliance Industries is preparing for the IPO of Jio Platforms scheduled to launch on October 21. The valuation of Jio Platforms is reported...
06 Oct, 2026, 04.57 PM IST
How Jefferies is reshuffling its portfolio as soaring bond yields give Nifty bulls sleepless nightsJefferies is favouring largecaps as rising bond yields pressure Indian equities, citing relatively attractive valuations and a narrowing ea...
06 Oct, 2026, 11.31 AM IST
Ahead of Market: 10 things that will decide stock market action on TuesdayIndian equities rebounded on Monday after eight consecutive weekly losses, with Sensex rising 473 points and Nifty gaining 134 points. Soft...
05 Oct, 2026, 09.27 PM IST
Kotak Mahindra Bank’s net advances climb 25% YoY to Rs 5.77 lakh crore; deposits grow 23% in Q2Kotak Mahindra Bank’s net advances rose 24.7% year-on-year to Rs 5,77,094 crore by September 30, 2026, while total deposits increased 23.2%...
05 Oct, 2026, 06.47 PM IST
Nifty’s ailing warhorse HDFC Bank gets an all-rounder CEO. Can Anup Bagchi make the elephant dance?Anup Bagchi takes charge as HDFC Bank’s new CEO at a critical juncture, with the lender seeking to revive deposit and loan growth, improve ...
05 Oct, 2026, 12.19 PM IST
Bajaj Finance shares jump 5% after Q2 business update. Why Jefferies sees 35% upside in its top pick?Bajaj Finance shares rose sharply on Monday after the NBFC reported 26.5% YoY growth in Q2 FY27 AUM to nearly Rs 5.85 lakh crore. Jefferies...
05 Oct, 2026, 10.42 AM IST
HDFC Bank shares rise 2% after appointing Anup Bagchi as new CEO, Q2 biz update. Buy, sell or hold?HDFC Bank shares rose after Anup Bagchi was appointed as the bank’s new MD & CEO, ending months of uncertainty over its top leadership. Bro...
05 Oct, 2026, 09.30 AM IST
Bajaj Finance: Why this rare Nifty outperformer is likely to reward investors in a muted marketBajaj Finance is down only about 2% in 2026 against a roughly 13% fall in the Nifty, even as FPI outflows reached $26.8 billion year to dat...
04 Oct, 2026, 01.27 PM IST
Kotak Mahindra Bank shares jump 4% to 8-month high after Anup Kumar Saha named CEO. What Nomura, Jefferies expectShares of Kotak Mahindra Bank rose 4% following the announcement of Anup Kumar Saha's appointment as MD and CEO. Saha, currently an Executi...
01 Oct, 2026, 10.17 AM IST
Will RBI rate hikes intensify selloff in bank stocks? Analysts explain why fears may be overdoneBank shares have endured steep declines as investors brace for imminent interest rate hikes from the RBI. Some analysts suggest that the re...
30 Sep, 2026, 02.44 PM IST
TCS, Wipro, other IT stocks rebound up to 6%, snapping 8-day losing streak. Why is Jefferies cautious?IT stocks rebounded on Wednesday, with TCS, Wipro and Coforge snapping an eight-session losing streak. The Nifty IT index rose nearly 3%, a...
30 Sep, 2026, 11.51 AM IST
Molbio Diagnostics shares rally 9% as Jefferies initiates 'high conviction top pick' call for recently listed stock. Why is it bullish?Molbio Diagnostics shares jumped after Jefferies initiated coverage with a Buy rating and named it a high-conviction top pick. The brokerag...
30 Sep, 2026, 11.24 AM IST
Tata Chemicals, Tata Motors PV, other Tata stocks slide up to 4% as Tata Sons rejig clouds listing prospectsTata group stocks declined after Tata Trusts proposed restructuring Tata Sons to potentially remove its NBFC and CIC classification, which ...
29 Sep, 2026, 10.23 AM IST
Jefferies names Max Financial as its top insurance pick, sees 41% upside despite target cutJefferies has moved Max Financial Services to the top of its life insurance picks, retaining a Buy rating despite cutting its target price....
28 Sep, 2026, 02.02 PM IST
HDFC Bank CEO transition nears; Jefferies sees rerating scope, sets target at Rs 880HDFC Bank could be nearing a leadership transition, with Jefferies saying greater clarity on CEO succession and a management reshuffle coul...
28 Sep, 2026, 02.00 PM IST
BSE shares fall 2%, down 30% in 4 months. Why Macquarie is bullish while Jefferies is cautiousBSE shares fell over 2% amid a broader market decline, trading more than 30% below their May high. Brokerages offered mixed views, with Mac...
28 Sep, 2026, 11.03 AM IST
Can IRDAI’s insurance reforms impact NBFCs? Jefferies warns L&T Finance, Piramal Finance, others are most exposedIRDAI’s proposed insurance distribution reforms could extend beyond insurers and distributors, potentially pressuring NBFC fee income. Jeff...
24 Sep, 2026, 05.01 PM IST