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NOMURA HOLDINGS
Global markets: Japan's Nikkei slides as Gulf tensions prompt shift out of high-flying tech stocks- CRISIL's Dharmakirti Joshi gives India a 7 out of 10 on growth durability; says private capex has the money but not the will
- "Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoring
- India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...09 Jun, 2026, 05.29 PM IST
- RBI seen joining Asia’s rate-hike push as inflation risks riseThe Reserve Bank of India is expected to increase interest rates soon. This move aligns with other central banks responding to rising infla...08 Jun, 2026, 02.52 PM IST
- Goldman Sachs pushes Fed rate-cut call to 2027 on strong US jobs dataGoldman Sachs now anticipates the U.S. Federal Reserve will maintain current interest rates through 2026, delaying any rate cuts until 2027...08 Jun, 2026, 10.25 AM IST
- Global Markets: Japan's Nikkei eases further from record high as AI euphoria fadesJapan's Nikkei index saw a dip on Friday, pulling back from its record high. Technology stocks experienced a slowdown. However, positive da...05 Jun, 2026, 12.24 PM IST
- Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...05 Jun, 2026, 09.56 AM IST
- RBI unlikely to hike rates despite El Niño and fuel price pressures, says Nomura's Aurodeep NandiIndia's central bank is likely to maintain current interest rates. Despite rising fuel costs and potential monsoon issues, a key inflation ...03 Jun, 2026, 03.23 PM IST
- Asian Paints shares rally 4% after Q4 results. Here’s what Nomura and Motilal Oswal are sayingAsian Paints shares rose sharply after the company reported a 69% year-on-year jump in Q4FY26 profit and stronger margins. While Nomura rei...01 Jun, 2026, 10.11 AM IST
- Nomura downgrades Cummins India shares to Neutral despite raising target price by 25%. Here’s whyNomura downgraded Cummins India to “Neutral” despite raising its target price by 25%, citing stretched valuations and near-term margin pres...29 May, 2026, 12.39 PM IST
- Ashok Leyland shares fall 2% after Q4 results. Do Goldman Sachs, Morgan Stanley see any upside?Ashok Leyland's shares dipped 2% despite a 14% YoY rise in net profit to Rs 1,291 crore for Q4 FY26. Revenue grew over 17% to Rs 17,246 cro...29 May, 2026, 10.09 AM IST
- Avaada seeks $800 million to refinance Brookfield Asset Management debtAvaada Group is raising $800 million to refinance existing debt. This move aims to reduce finance costs before the group's planned public m...28 May, 2026, 12.38 AM IST
- Nomura Asset, Capital Group, others buy 5.3% stake in Premier Energies for Rs 2,291 crGlobal financial institutions and Indian mutual funds have bought a 5.3 percent stake in Premier Energies. The deal involved promoters sell...26 May, 2026, 01.50 PM IST
- First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...26 May, 2026, 11.53 AM IST
- Bernstein initiates coverage on 6 pharma stocks, cites 3 major tailwinds for healthcare sectorBernstein has initiated coverage on six Indian pharma stocks, with Zydus Lifesciences as its top choice. The brokerage sees strong future g...22 May, 2026, 04.40 PM IST
- ITC shares fall 2% after Q4 results. What Goldman Sachs, Morgan Stanley and others are saying?ITC shares slipped on Friday despite a 5% rise in Q4 standalone profit and strong FMCG growth. Brokerages remained cautious, with Goldman S...22 May, 2026, 09.58 AM IST
- Blackstone pledges entire Mphasis stake to refinance loanSingapore-based promoter entity BCP Topco IX Pvt Ltd, a Blackstone subsidiary, has pledged its holding to refinance its existing loan, with...21 May, 2026, 06.00 AM IST
- Zydus Lifesciences shares soar 7% to fresh record high after Q4 results. Should you buy, sell or hold?Zydus Lifesciences shares climbed to a new 52-week high. The company reported a 9% rise in net profit and over 16% revenue growth for the J...20 May, 2026, 10.46 AM IST
- BEL shares drop over 2% after Q4 results: What are Goldman Sachs and Nomura saying?BEL shares fell up to 2.3% to Rs 413 despite the defence PSU reporting a 5% year-on-year rise in Q4FY26 consolidated net profit to Rs 2,226...20 May, 2026, 10.11 AM IST
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