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NOMURA ANALYSTS
Sterlite Tech, HFCL shares rally up to 5% after 2-day fall. What’s triggering the surge?Shares of HFCL and Sterlite Technologies surged up to 5% on Friday, recovering from a two-day decline. This rebound follows a global tech s...- Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
- 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...
- AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
- India Inc sails past fourth-quarter estimates, but oil shock clouds outlookIndian companies achieved better-than-expected profits in the March quarter. Domestic activity was strong, supported by tax cuts and easy m...
- Petrol, diesel price hike impact: HPCL, BPCL & IOC shares jump 2% each. What lies ahead for the OMCs?Oil marketing companies like HPCL, BPCL, and IOC saw a 2% share increase following a second petrol and diesel price hike in under a week, w...
- Should petrol, diesel prices go up by Rs 25 per litre? Oil companies are staring at Rs 1,380 crore daily lossIndian fuel retailers are facing steep under-recoveries despite a recent Rs 3 hike, with analysts estimating losses of Rs 25/litre and dail...
- Karan Adani flags contractor woes, project delays as Ambuja Cements trims FY27 capexAmbuja Cements faces project delays due to contractor and team issues. The company is now prioritizing completion of ongoing expansions. Ca...
- India scrambles to steady rupee as oil shock bitesIndia is scrambling to salvage a sinking rupee as surging oil prices linked to the Middle East conflict threaten to disrupt the world's fas...
- Should Titan shareholders worry about recent gold import duty hike? Let 2013 customs move explainTitan Company shareholders are concerned about the recent import duty hike on gold and silver. This move has caused panic in jewellery stoc...
- India rupee slips to record low near 96 per USD as energy risks deepenThe Indian rupee hit an all-time low, driven by high oil prices and portfolio outflows straining the economy. Policymakers are considering ...
- Rupee's rough patch worsens on oil, outflow strain; central bank likely steps inThe rupee and other currencies of oil-importing countries have been among the hardest hit following a near 50% surge in Brent crude prices ...
- Titan, Kalyan Jewellers & other gold stocks tumble up to 14% in two days after PM Modi's appeal. What lies ahead?Gold jewellery stocks including Titan, Kalyan Jewellers and Senco Gold fell up to 14% in two sessions after PM Modi urged citizens to reduc...
- Rupee hits record low of 95.55 as fraying US-Iran ceasefire keeps oil prices on the boilThe rupee has reached its lowest point ever against the US dollar. This decline is driven by investor concerns over escalating conflict in ...
- SoftBank's OpenAI-related debt in focus as another strong quarter expectedSoftBank anticipates a strong quarterly profit, largely driven by its significant investment in OpenAI, whose valuation has surged. However...
- As PM Modi calls for conserving FX, what steps can India take?India's Prime Minister Narendra Modi calls for conserving foreign exchange due to rising oil prices and a weakening rupee. The nation is ex...
- SBI Q4 Preview: Can the largest PSB deliver good profits despite treasury pain?SBI is expected to report a subdued March quarter as treasury losses likely offset stable loan growth and resilient margins. Brokerages exp...
- 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...
- The great Bengal disconnect for Nifty bulls: 3 massive worries that are overshadowing the BJP election winDespite the BJP's electoral victory in West Bengal, the Indian stock market experienced a significant downturn. Surging crude oil prices an...
- The Bengal boom: 7 stocks that surged up to 22% after BJP win and should you still buy?Smallcap investors are piling into the “Bengal theme” after the BJP’s landslide win in West Bengal, driving sharp rallies in state-linked s...
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