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VENUGOPAL GARRE
Venugopal Garre flags structural weakness in capital flows, urges long-term reform pushExternal geopolitical factors are pressuring the rupee, not domestic economic mismanagement. This requires careful policy handling to avoid...- From AI to subsidies: Bernstein’s candid open letter to PM Modi flags 8 critical fault linesGlobal brokerage Bernstein has cautioned India against becoming a mere user of future technology. The firm suggests that continued reliance...
- Nifty target 26,000: Bernstein’s Venugopal Garre lists 6 sectors to buy amid Iran war ceasefireBrokerage Bernstein set a year-end target of 26,000 for the Nifty 50, with strategist Venugopal Garre saying the United States–Iran ceasefi...
- Venugopal Garre on AI, earnings and long-term view for Indian marketsGlobal markets face turbulence from geopolitical tensions and rising oil prices. Venugopal Garre advises investors to adopt a long-term per...
- India’s earnings recovery priced in; Venugopal Garre explains why markets now need upgrades, not optimismIndian equities may see moderate gains, but sharp upside looks limited as earnings recovery is already priced in, says Bernstein’s Venugopa...
- India’s IPO factory is a sign of market maturity, not mania: Venugopal GarreBernstein India’s Managing Director Venugopal Garre says India’s markets are entering a “healthy growth” phase in 2025, supported by strong...
- GST cuts: A consumption boost or a capex setback? Venugopal Garre weighs inA potential GST cut could inject $13 billion into consumption, but Bernstein's Venugopal Garre cautions it may hinder government capital ex...
- Are FMCG and durables set to gain? Venugopal Garre’s outlook on GST impactGovernment’s proposed GST tweaks, along with earlier tax cuts and subsidies, are aimed at reviving consumption amid low inflation. Benefits...
- Why Venugopal Garre is bullish on Bharti Airtel, Adani Ports and Avenue Supermarts?Bernstein's MD, Venugopal Garre, maintains a positive outlook on the Indian market with a Nifty target of 26,500, citing improvements in ma...
- India portfolio may churn every month; FIIs will remain optional investors in India: Venugopal GarreVenugopal Garre, MD at Bernstein, points out the declining role of Foreign Institutional Investors (FIIs) in the Indian market and the incr...
- Is recovery trade the best trade for 2025? This is what Venugopal Garre has to sayVenugopal Garre from Bernstein emphasizes recovery trading focusing on sectors like financials and utilities, which underperformed last yea...
- Venugopal Garre is overweight on both Q-Commerce & organised retail. Here’s whyBernstein's Venugopal Garre is optimistic about quick commerce and organized retail, maintaining an overweight stance on both. Though Q-Com...
- Plateauing out? Fatigue in Indian economy may cap equity returns: Venugopal GarreVenugopal Garre, MD at Bernstein, believes the China recovery positively impacts India. However, he warns of economic fatigue within India,...
- Energy transition a multi-year theme; play EVs via battery cell makers: Venugopal Garre, BernsteinVenugopal Garre, MD, Bernstein, discusses the energy transition, EV market dynamics, and the stock market . The importance of storage and b...
- Jisko ana tha, aagaya! There is no money waiting to come into India after May: Venugopal Garre, BernsteinForeign investors are raising money for India as they see it as a future end market.We looked at 150 midcap stocks for the last decade to s...
- Book profits wherever you can as it could be a range-bound, volatile market in near term: Venugopal Garre, BernsteinVenugopal Garre says: “The current play on PSU infrastructure is good. It is good for the next maybe 12 months but you will have to start l...
- Global growth to still moderate throughout the year: Venugopal GarreWhen I say broader markets, technically means everything around SMID. Now the reality is, if you look at the last one-one and a half months...
- I would not be in the US rate cut camp as yet: Venugopal GarreWhen in early April we upgraded I would probably upgrade, the word upgrade is basically primarily to represent the fact that we were lookin...
- The next wealth creators you should be looking at“If you look at the private market, there are a lot of mature companies with numbers of years of operation and probably decent track record...
- Barclays maintains underweight on Thermax post Q4Barclays has maintained its underweight rating on Thermax after the company's order inflows in the quarter fell below estimates.
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