Apollo, Max Health, other hospital stocks rally up to 5% despite cancer drug price caps. Why Jefferies stays bullishHospital stocks rose up to 5% after the government capped trade margins on non-scheduled anti-cancer drugs at 30%, potentially reducing med...
09 Oct, 2026, 11.32 AM IST
JM Financial tops investment banking league table in H1 FY27Domestic investment banks experienced significant success in achieving equity fundraising in HY27. JM Financial, ICICI Securities, and SBI ...
09 Oct, 2026, 08.36 AM IST
Rising oil, weak rupee and rate fears hammer Dalal Street; VIX jumps 10%On Thursday, Indian equities faced a significant sell-off, leading to declines in both Sensex and Nifty. The Sensex dropped by 1,045.46 poi...
09 Oct, 2026, 07.21 AM IST
Weak rains clouds recovery in Rs 3.3 lakh crore microfinance sectorIndia's microfinance sector, with a market worth ₹3.30 lakh crore, is encountering credit risk hurdles. Key factors include inconsistent ra...
09 Oct, 2026, 06.55 AM IST
Anup Bagchi set to become India's highest-paid bank CEO, may earn Rs 35.9 crore a yearHDFC Bank has proposed a substantial annual remuneration package of ₹35.9 crore for Anup Bagchi, subject to shareholder approval. This pack...
09 Oct, 2026, 05.57 AM IST
GQG Partners sells Rs 24,400 cr worth of Indian stocks in 2026; ITC, Adani shares among key exitsGQG Partners has recently executed a block deal, offloading ITC shares worth approximately ₹9,395 crore. The firm has also downplayed its p...
09 Oct, 2026, 05.49 AM IST
RBI rate hike done. Now what’s ahead for bank stocks? Jefferies, other brokerages weigh inRBI’s first rate hike in nearly four years has put the spotlight on banking stocks, with analysts divided on the near-term impact on margin...
08 Oct, 2026, 02.29 PM IST
Margin boost: Jefferies picks 3 bank stocks to gain the most from RBI rate hikesJefferies expects RBI’s 25-basis-point rate hike and calibrated tightening stance to support bank earnings, particularly ICICI Bank, SBI an...
07 Oct, 2026, 06.20 PM IST
Jefferies favours Indian largecap stocks amid rising bond yieldsJefferies has suggested enhancing investments in large-cap stocks in India, citing their favorable valuations compared to midcaps. The brok...
07 Oct, 2026, 05.41 AM IST
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
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
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
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
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
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