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SAION MUKHERJEE
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...- Rs 12,000 crore magic pill race begins to shrink India's pot bellies. Which pharma stocks will win GLP-1 war?India's GLP-1 market is set for a massive boom. Following patent expiry, generic versions of semaglutide are launching at significantly low...
- Weight-loss drugs: Indian giants Dr Reddy’s to Macleods start preparing for Ozempic patent expiryIndian companies are gearing up to produce ingredients for generic weight-loss drugs. Novo Nordisk's patents are expiring soon. Dr Reddy's ...
- FII inflows driven by relative stability, not blind optimism: Saion MukherjeeThe market construct looks quite positive. But I do not think we are out of the woods yet. My concern would be how the economy shapes up gl...
- Rupee could be much stronger by year-end: NomuraNomura expects the Indian rupee to strengthen to 84/$1 by December 2025, driven by a weaker dollar index, foreign inflows, easing inflation...
- Budget 2024: Economic vision of new govt, political theme key aspects to watch in budget, says NomuraNomura, a Japanese brokerage, highlighted key aspects to watch in India's upcoming Union budget, emphasizing the new government's economic ...
- Be selective in PSUs; exuberance in IPO market may continue in 2024: Saion Mukherjee, NomuraSaion Mukherjee says: “We have not seen any major crash or an event in the market so to say since the Covid pandemic started. So, the liqui...
- Manufacturing, private capex and exports are drivers of corporate earnings over medium term: Saion Mukherjee, NomuraSaion Mukherjee says: “As we see traction in manufacturing, our expectation is that we will also see a very strong pickup in private capex....
- Gear up for a volatile 2023 with modest single digit returns: Saion Mukherjee, Nomura“The only difference from Nomura’s 2022 call is that in 2023, most likely the inflation issue is something which we are getting a handle on...
- Nomura sets Nifty 2023 target at 19,030"Inflation has peaked, but could remain sticky. This would likely keep Fed hawkish prioritising inflation flight over growth slowdown," sai...
- India likely to outperform Asian economies, clock 12.8% growth in 2021: NomuraLiquidity normalisation will begin very shortly this year but the actual repo rate hike is still some time away, says Sonal Varma.
- Record valuations raise alarm in India’s frenzied stock marketThe nation’s central bank governor warned earlier this week about the rally, citing the disconnect between the markets and the economy as w...
- Behind Dalal Street’s bold strides lies a nagging worry, warns Nomura analystThe brokerage expects an additional 17 per cent cut in earnings estimates in FY21.
- Lower cost of capital to reverse slowdown soon: Saion MukherjeeWe are looking at pockets where companies or lenders are able to borrow at a lower rate.
- Nomura pegs Nifty target at 12,900 for March 2020Nomura is underweight on the consumption basket and autos.
- 2019 will be the year for high yielding currencies: Craig Chan, NomuraAfter being punished last year, this year, there is scope for high-yielders to perform, says Chan.
- Expect Nifty earnings to grow 41% between FY19 and FY21: Saion Mukherjee, Nomura“Asset quality issues in financials are over and should get reflected in better growth going forward.”
- Analysts fail to keep up with D-Street's record-beating rallyA record high is happening only due to some stocks, said Deven Choksey.
- Expect earnings growth to touch 20%-plus in FY19, too: Saion Mukherjee, NomuraNomura's target for Nifty is 11,380 for Dec2018, based on 16 times 1-year forward earnings: Saion Mukherjee
- Nomura cuts price target for UltratechNomura has cut its price target for Ultratech Cements to Rs3198 from 3427, while maintaining its buy rating for the stock.
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