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MACQUARIE CAPITAL
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
Muted returns on market bets steer funds back to banksAs per RBI data, bank deposits stood at Rs 256.9 lakh crore as of May 15, 2026, registering a year-on-year growth of 12.2% - well above the...
China and Hong Kong users unable to access SpaceX website, IPO documentsSpaceX's website and IPO marketing documents are inaccessible in Hong Kong and mainland China, potentially limiting investor participation ...
Vi shares double investments in 1 year. Here’s what analysts from Macquarie, JPMorgan, other global brokerages sayVodafone Idea shares have surged over 100% in a year. Analysts from Macquarie, JPMorgan, and other global brokerages offer mixed views. Whi...
INOXGFL leads race for Vena's India biz buyout; Proposed deal may give Rs 4,500-5,000 crore enterprise valueINOXGFL Group is poised to acquire Vena Energy's Indian renewable energy business. The deal is valued between ₹4,500-5,000 crore. This move...
PSBs tap liquidity buffer to meet strong loan demandPublic sector banks are seeing their liquidity coverage ratios decline. This trend is driven by strong loan demand outpacing retail deposit...
PFC-REC merger may not be a priority amid war squeezeBoards of Power Finance Corporation and REC will meet Saturday. Uncertainty surrounds their proposed merger. The government's stake may fal...
China's yuan hits 3-year high, stocks retreat, as investors await details from Trump-Xi summitChina's yuan reached a three-year high against the dollar as investors awaited outcomes from the Xi-Trump summit. While stock markets saw p...
Indian Banks poised for double-digit corporate credit growth on infra, energy, data centre pushIndian banks foresee robust corporate loan growth this fiscal year. Demand is surging from key sectors including renewable energy, infrastr...
Missiles over Dubai rattle the Gulf’s billion-dollar money machineThe Gulf's image as a safe financial haven is under strain as regional conflicts disrupt deals and deter investors. Once booming IPO market...
Global stocks: BYD Q1 profit falls 55%, steepest drop in 6 years as China sales falterChinese electric vehicle maker BYD's quarterly profit fell at its fastest pace since 2020, a stock market filing showed on Tuesday, hit by ...
PSU bank stocks fall up to 3%. How RBI’s ECL directions can impact lendersPSU bank stocks fell up to 3% on Tuesday after RBI confirmed the rollout of the Expected Credit Loss (ECL) framework from April 2027, trigg...
TSMC likely to book fourth straight quarter of record profit on insatiable AI demandOn Thursday, TSMC is expected to report a net profit of $17.1 billion for the quarter, according to an LSEG SmartEstimate compiled from 19 ...
Macquarie slashes Byju’s valuation by 98% after Julius Baer protestThe unit of Australia’s Macquarie Group Ltd. is cutting the value of its stake in the beleaguered education provider by about 98%, the peop...
Macquarie profit slips to three-year low as 'exceptional' run endsThe A$892 billion asset management division led the earnings decline, with profits down 71% to A$407 million as costs rose and Macquarie bo...
Total moratorium book sliding downwards: MacquarieTotal loan book under moratorium for banks and large NBFCs has come down as some customers opt out.
- Neutral Wockhardt Ltd., target Rs 1015.0 : Macquarie Capital Securities
Macquarie says expects stock to trade at discount to fair value of Rs 1,320 in the medium term as regulatory uncertainty prevails
- Bullish on Coal India Ltd: Macquarie Capital
Coal India, in the last 18 months, has taken 20% plus coal price increase, so that is good enough to cover all their cost increases that th...
- Macquarie Capital puts 'buy' on BHEL
Macquarie Capital has initiated coverage on Bhel with a ‘buy’ rating, citing reduced input prices, and likely margin expansion as key trigg...