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
CAS chaos eases? Jefferies names top stock picks as options volumes recover, IPOs and commodities gain tractionJefferies sees signs of recovery in India’s derivatives market as options volumes rebound after the disruption caused by the closing auctio...
05 Oct, 2026, 01.56 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
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
Fortis, Apollo, other hospital stocks slump up to 10% in 2 days after SC questions steep markups. Buying opportunity?Hospital stocks extended losses for a second session after the Supreme Court questioned steep markups on cancer drugs and raised concerns o...
01 Oct, 2026, 10.35 AM IST
Jefferies picks 6 hospitals as Buy after steep correction offers 'excellent' entry points. Check target priceJefferies has maintained a Buy rating on six hospital stocks, including Apollo Hospitals and Fortis Healthcare, following a sharp correctio...
01 Oct, 2026, 09.17 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
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
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...
30 Sep, 2026, 08.32 AM IST
Nomura initiates coverage on Allied Blenders with Buy rating, sees up to 20% upsideNomura has initiated coverage on Allied Blenders & Distillers with a Buy rating and a target price of Rs 850, implying nearly 20% upside. T...
29 Sep, 2026, 11.30 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
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
Jefferies’ Chris Wood calls energy India’s best structural growth story; names Hitachi Energy as picks-and-shovels playChristopher Wood, the global head of equity strategy at Jefferies, identifies India's energy sector as a promising arena for growth, driven...
25 Sep, 2026, 02.16 PM 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
Ahead of Market: 10 things that will decide stock market action on ThursdayIndian equities closed higher on Wednesday, with Sensex gaining 299 points and Nifty rising 118 points as crude prices eased below $99. Bro...
23 Sep, 2026, 09.31 PM IST
Bajaj Finance shares jump 3% after UBS upgrades to Neutral, hikes target price while Jefferies screams BuyBajaj Finance shares jumped 3% on Wednesday following bullish brokerage calls. Global brokerages Jefferies and UBS issued positive outlooks...
23 Sep, 2026, 11.00 AM IST