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VENUGOPAL GARRE BERNSTEIN
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...
- UBS downgrades Indian stocks to Neutral as Iran war raises energy supply risksGlobal brokerage UBS has downgraded Indian equities to Neutral from Attractive due to escalating geopolitical risks in the Middle East and ...
- 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...
- 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...
- Nifty can give double-digit returns in 2024 if BJP gets 290 plus seats: BernsteinGlobal brokerage firm Bernstein predicts Nifty returns based on Lok Sabha outcomes: BJP victory with over 290 seats may yield high single-d...
- Profit booking in equities likely post polls: Bernstein"Despite the opinion poll data making the 390-400 target look almost certain, we believe the gain of seats in low penetration states may no...
- 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...
- Here's why Venugopal Garre is bullish on new age tech companiesSimilarly from a margin standpoint you have seen commodities basically moderate significantly and price hikes have already been taken and n...
- 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...
- Bernstein expects a quick Nifty rebound; accumulate on dips, says Goldman SachsThe firm said a longer period of higher interest rates, lack of buffers, the risk of monsoon, and stagnant economic growth are the factors ...
- 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...
- Market likely to overshoot target till June. Here's whyWe should be constructive on the markets at least in the first half of the year, says Venugopal Garre.
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