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SUNIL TIRUMALAI
Budget 2026: Markets cautiously eye FII returns amid STT hikeIndia's budget received cautious optimism, but reversing foreign investor outflows remains uncertain. While capital expenditure plans align...
UBS drops long-held bearish view on India, downgrades Hong KongUBS Group AG shifts its stance on Indian equities from bearish to neutral, citing its defensive nature amid global trade uncertainties and ...
Outlook 2025: Underweight India, overweight China; prefer largecaps to SMIDs: Sunil TirumalaiUBS's Sunil Tirumalai expresses caution towards the Indian market due to weak earnings and a fragile macro environment. They hold an underw...
More earnings cut could be in the offing, warns Sunil Tirumalai of UBSSince the announcement of stimulus in China, India has underperformed EM by ~7%. Despite the underperformance India still screens expensive...
UBS is calling time on Indian stocks’ outperformance over ChinaStocks in China have currently priced in “lots of negatives,” making them poised for a sharp rebound when catalysts arrive, said Sunil Tiru...
No need to worry about asset quality of banks from 12 to 18 month perspective: Sunil TirumalaiI do not think we are at such a situation right now so we actually have banks as one of the most preferred places for us in the market prim...
We would prefer staples sector over discretionary sector: Sunil TirumalaiThere are other parts of the emerging markets universe where you are actually getting superior growth outlook for the next couple of years ...
UBS cuts 2023 Nifty target by 4 pc to 18,000 as retail inflows ebbThe Nifty target for December 2023 is 18,000 points, a full 4 percentage points downside to the current levels, as India is among its top u...
Money fleeing China stocks may overlook pricey Indian market: UBSWhile the rest of the world gasped at a series of blow-ups in Chinese equities in recent weeks, India’s $3.1 trillion stock market extended...
UBS signals risk of India stocks trailing bonds over 12 monthsContinuing their rally from pandemic-driven lows in March 2020, Indian stocks have significantly outperformed their Asian peers so far this...
Tax cut to add 8% to Nifty EPS; 20 index stocks to see 10% earnings gainsThe government has projected Rs 1.45 lakh crore in revenue losses to come from this move.
Bharti Airtel’s stock dips nearly 4% in intra-day tradeBharti Airtel’s stock slumped nearly 4% in intra-day trade on Tuesday, a day after it announced investments of Rs 60,000 crore over the nex...
Reliance Jio may launch 4G services in mid-July: Credit Suisse"Reliance Jio’s launch preparations are entering final stages. The co is close to finalising wholesale distributors in most circles," Sunil...
Credit Suisse raises concerns over Bharti Airtel's future earnings growth prospectsCredit Suisse, a Switzerland-based global investment house has raised concerns over Bharti Airtel’s future earnings growth prospects.
Credit Suisse maintains underperform rating on Bharti Airtel post Q4; sees over 30% downsideCredit Suisse, a Switzerland-based global investment house has raised concerns over Bharti Airtel’s future earnings growth prospects.
Credit Suisse cuts Bharti Airtel to Underperform, stock falls over 4%The brokerage has a price target of Rs 265 for Bharati Airtel, whose stock was down 2.6% at Rs 345 on BSE at 11 am. The broad Sensex was up...
Airtel, Vodafone, Idea gain 91% of new market shareIncumbent mobile phone companies have continued to gain market share in terms of revenues over the past year, analysts at Credit Suisse sai...
- Mobile phone companies like Bharti Airtel, Vodafone Essar & Idea Cellular, slash dealers' margins to deal with receding profits
Mobile phone cos have started slashing dealers' margins on recharge coupons and rejigging voice and text tariffs in certain regions.
- 'Infosys may miss sales target in rupees'
Infosys is likely to miss its first-quarter sales forecast in rupee terms, Credit Suisse, said on Friday.
- Live action on the streets
It starts with lilting music and flashing lights. Suddenly there is a bang, some smoke, and then a lull till the sequence starts all over a...