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NOMURA ANALYSIS
China escaped middle income trap but India still stuck in it; 4 economists debate if 6.5% growth is enough for Viksit BharatIndia's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...
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 ...
India's hospitality sector enters a 'golden cycle' as luxury demand outpaces supply: NomuraIndia's hotel industry is entering a strong growth phase. Average daily rates are rising, and investment returns are attractive. Demand is ...
SBI Life shares fall 3% after Q4 net profit declines 1%: Here's why Nomura, Nuvama, other brokerages remain bullishSBI Life Insurance shares dipped 3% after reporting a 1% net profit decline in Q4 FY26, despite a 16% rise in net premium income. Brokerage...
Stock market bulls see signs rally could endure after S&P 500 back at highsUS stocks have rebounded to record highs after the Iran war-driven selloff, with momentum indicators suggesting further upside. Hedge fund ...
IT stocks slide up to 3% after TCS Q4 earnings. What's spooking investors?IT stocks fell up to 3% after TCS reported Q4 results that failed to impress the Street, dragging the Nifty IT index over 2%. Despite broad...
PSU banks vs private bank stocks: Nomura analysts give 4 reasons to rotate your moneyAfter strong outperformance by PSU banks over the past year, Nomura turns cautious and prefers a shift to private banks, citing better risk...
Rising fuel costs put brakes on CV financing momentumRising fuel costs due to the Iran war are pressuring bank loans for commercial vehicles in India. Fleet operators face higher expenses, lea...
Excise duty cut fails to offset oil marketing companies' losses amid rising crude prices: NomuraDespite a government excise duty cut on petrol and diesel, oil marketing companies may continue to incur negative marketing margins. Rising...
Nomura trims target price on this Tata Group stock, still sees nearly 30% upside. Do you hold?Brokerage Nomura maintains a Buy rating on Indian Hotels Company Ltd. The target price is now Rs 800, a slight reduction. Nomura anticipate...
India's medium and heavy commercial vehicles entering the next upcycleThe Indian medium and heavy commercial vehicle industry is poised for an upcycle, with volumes projected to grow 8% in FY26 and 10% in FY27...
GST rate cut: 4 auto stocks which Nomura believes have biggest upside potentialA potential GST cut on automobiles could spark a rally in auto stocks, with Mahindra & Mahindra, Maruti Suzuki, Ashok Leyland, and TVS Moto...
Trump policies may result in lower growth globally; India likely to be relatively better off: Sonal Varma, NomuraNomura's Chief Economist, Sonal Varma, predicts that while a second Trump term will likely hinder global economic growth due to increased t...
Industrial production registers faster-than-expected growth in July, but recovery uneven: NomuraThe key areas of revival were capital goods, infrastructure and construction output growth, especially electrical and machinery and equipme...
War in Middle East could drive up oil prices to $80 in 2018, warns NomuraQatar is suffering from a blockade enforced in June by Saudi Arabia, UAE, Bahrain and Egypt.
Nomura upgrades Punjab National Bank shares to 'buy'The brokerage said that Punjab National Bank's current valuation at 0.55 times March 2019 book is undemanding.
GST positive for long-term growth, implementation from April: NomuraApart from simplifying the indirect tax structure, GST should help to create 'One' India by eliminating geographical fragmentation, Nomura ...
India's growth cycle appears to be holding up: NomuraAccording to the Nomura analysis, although export volumes are muted, import remains robust, reflecting the divergence between domestic and ...
- Nomura upgrades L&T to 'neutral'
Nomura has upgraded Larsen & Toubro rating to ‘Neutral’ from ‘Reduce’ with a target price of Rs 1,454 after stock underperformed against Se...
- Nomura puts 'buy' on Nestle India
The analysis suggests that for every 1% decline in prices of key inputs, margins improve 25 bps and PAT improves 1.3%.