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JEFFERIES LARGECAPS
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...- Retail investors make Rs 18,000 crore bold contra bet on 6 falling bluechip stocks. Will it pay off?In a bold move, retail investors invested a whopping Rs 18,000 crore in six blue-chip stocks that were on a downward trend. They scooped up...
- After record $29 billion selloff, FIIs buying India again. Chris Wood explains whyAfter a record $29 billion foreign selloff, FIIs have turned net buyers of Indian equities in July. Jefferies' Christopher Wood says the ea...
- Jefferies' pharma bets are Divi's Laboratories and 3 smallcaps, with up to 30% upside. Here's whyJefferies expects India’s CRDMO sector to see strong growth over 3–5 years, recommending Divi’s Labs, Cohance Lifesciences, Sai Life Scienc...
- Nifty can deliver up to 10% return in 2025; SBI, Bharti Airtel among top stock picksJefferies' 2025 market outlook sets a Nifty target of 26,000, expecting a 10% return, with top stock picks including ICICI Bank, Bharti Air...
- 24K in 2024? Nifty can deliver double-digit returns, says Jefferies, adds Adani Ports"Nifty is now 20x 1-year forward - higher than the past 10-year average, but relative to EM (ex-China) the premium at 67% is only somewhat ...
- Assembly election result: FII dollars may power megacap stocks to beat madcap rallyFIIs who had been bothered by the Indian market’s rich valuations and were hoping for a correction to build more substantial positions in t...
- HCL Tech shares fall 2% on weak Q1 numbers. How to trade stock now?HCL Technologies reported a nearly 8% year-on-year (YoY) rise in consolidated net profit for the June quarter to Rs 3,534 crore. This was l...
- IT stocks on top of FII hate list! Will Q1 results mark end of long winter?Foreign institutional investors (FIIs) are in particular worried about the impact of macro uncertainties in developed countries on Indian s...
- Down up to 24% from high, are IT stocks like Infosys a steal deal now or overpriced?India’s IT stocks are being shunned by institutional investors despite the fact some are up to 25% below their 52-week peak levels. The Nif...
- Small and midcap rally to sustain, overweight industrial & property stocks: JefferiesJefferies has initiated coverage on 16 stocks as 'Buys', all of which are in the small and midcap space. The brokerage firm believes that t...
- Midcap EPS growth to race past Nifty's! Jefferies recommends picking these 10 stocks for up to 30% gainsMidcap stocks have outperformed largecap stocks since June last year, driven by faster earnings growth and a surge in return on equity, sai...
- Kotak Bank, TCS, HUL to get new CEOs soon. Will it impact stock prices?The global brokerage firm analysed 72 CEO transitions over the last five years among large listed companies and found that in 53% of the ca...
- TCS, HCL Tech, Infosys or midcaps? Investors eyeing these IT stocks ahead of Q4 resultsThe Street is worried about the risks of recession and potential cut in FY24 revenue. However, sharp decline in attrition has greatly reduc...
- Largecap vs midcap: Accenture earnings show which IT companies may benefitAccenture is usually seen as a bellwether for the global IT sector, and analysts gauge the prospects for the Indian IT sector based on the ...
- Hot Stocks: Brokerages on RIL, PolyCab India, Kajaria, Tata Steel and SAILConsumer businesses are likely to drive growth for Reliance Industries. However, there is an upside risk to 02C earnings, said the note. RI...
- IT stocks in focus ahead of Q3 results. Which ones to buy and sell?Amid concerns around margins and growth outlook, at least 3 IT stocks - Wipro, LTIMindtree and Tech Mahindra - are down over 40% in the las...
- Hot Stocks: Brokerage view on HPCL, L&T and Titan CompanyMotilal Oswal retained its buy rating on Titan Company with a target price of Rs 2910. Titan remains an attractive investment case in the l...
- Rising underdog: This largecap bank is all set to see valuation re-ratingAxis Bank is the sixth largest bet in the largecap space for mutual funds. For Nippon Life Asset Management, Kotak Mutual Fund and SBI Mutu...
- Sector watch: Northeast-focused cement makers to outperform peersJefferies said cos having exposure to northeast and other favourable regions should outperform peers on asset valuations.
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