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NANDURKAR
Spicier than jhalmuri: The Rs 1.7 lakh crore fiscal bite hidden in state election resultsWhat looked like a light-hearted campaign moment during PM Narendra Modi’s West Bengal trail has now turned into a major fiscal concern aft...07 May, 2026, 10.07 AM IST- Earnings set for strong rebound in FY27 after weak FY26, says Mahesh NandurkarIndian investors are learning the importance of diversifying beyond domestic equities. Mahesh Nandurkar of Jefferies highlights the need fo...09 Feb, 2026, 11.21 AM IST
- Nifty outlook: Jefferies’ Mahesh Nandurkar sees 8–9% returns, range-bound market aheadIndian markets are expected to remain range-bound with 8–9% Nifty returns over the next year, says Jefferies’ Mahesh Nandurkar. Strong dome...17 Sep, 2025, 05.21 PM IST
- Jefferies’ Chris Wood raises India bet at the cost of Taiwan amid Trump tariff turmoilJefferies' Chris Wood has raised India’s allocation to Overweight in his Asia Pacific ex-Japan portfolio, citing the country's macro resili...11 Apr, 2025, 10.17 AM IST
- Mahesh Nandurkar says pvt sector capex on the rise; 3 sectors to be cautious about in short and medium termJefferies' Mahesh Nandurkar recommends caution for IT services, select PSU names, and mid to small-cap stocks, citing high valuations. He h...04 Sep, 2024, 08.00 AM IST
- Mahesh Nandurkar on 5 best sectors to own from 3-year perspectiveMahesh Nandurkar, MD at Jefferies, discusses investment opportunities in sectors like real estate and the auto sector. He emphasizes the po...15 May, 2024, 09.17 AM IST
- Near term, go tactical and stick to defensive play via consumer and FMCG stocks: Mahesh NandurkarJefferies' Mahesh Nandurkar sees near-term potential in FMCG, IT, pharma due to under-ownership. Longer-term outlook remains positive on ca...14 May, 2024, 02.24 PM IST
- India's growth should bottom out in Dec quarter, but no V-shaped recovery ahead: Nandurkar, CLSAThe CLSA expert said market action has started broadening from a few largecaps.13 Nov, 2019, 01.39 PM IST
- Not just Budget, but other factors can sway market: Mahesh Nandurkar, CLSAHe believes that the importance of a Budget as an event for the markets has come down.18 Jan, 2019, 12.20 PM IST
- Domestic stocks not out of the woods yet: CLSA's Nandurkar'NRI bond is the last option for the government to defend currency.'14 Nov, 2018, 01.23 PM IST
- Earnings trigger needed for greater FPI interest in India, says CLSAContinued strong domestic flows have helped markets perform and sustain valuations.20 Sep, 2017, 08.47 AM IST
- Indian equity market, economy don't appear overheated, says CLSAExternal shock such as potential shrinkage in the Fed balance sheet key market risk.29 Jul, 2017, 10.18 AM IST
- We are looking at stocks which can deliver 15% plus earnings growth: Mahesh Nandurkar, CLSAIn a chat with ET Now, Mahesh Nandurkar, India Strategist, CLSA, says private banks look attractive along with IT sector and IT services28 Jan, 2016, 05.18 PM IST
- Rupee to depreciate at a steady pace of 4%-5% every year, to boost exports: Mahesh Nandurkar, CLSA India'We believe that the slow process of economic improvement has begun and corporate performance has begun to improve.'17 Jun, 2015, 12.16 PM IST
- Believe there is much more steam left in Indian market: Mahesh Nandurkar, CLSAYes, the Indian markets have been the best-performing market in the overall global emerging markets year to date.17 Sep, 2014, 04.19 PM IST
- 2014 elections will be a trigger for market direction: Mahesh Nandurkar, CLSA'The outlook on growth is subdued, not just because of RBI's actions, but also because of the other economic parameters,' says Mahesh Nandu...25 Sep, 2013, 06.05 PM IST
- Markets may not rally further this year: Mahesh Nandurkar, CLSAThe corporate earnings still continue to be under pressure and the macro is not giving us any reason to be bullish, says Mahesh Nandurkar, ...13 Sep, 2012, 04.10 PM IST
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