Global brokerage UBS has downgraded Indian equities to Neutral from Attractive due to escalating geopolitical risks in the Middle East and ...

Indian equities may see moderate gains, but sharp upside looks limited as earnings recovery is already priced in, says Bernstein’s Venugopa...

Bernstein India’s Managing Director Venugopal Garre says India’s markets are entering a “healthy growth” phase in 2025, supported by strong...

A potential GST cut could inject $13 billion into consumption, but Bernstein's Venugopal Garre cautions it may hinder government capital ex...

Government’s proposed GST tweaks, along with earlier tax cuts and subsidies, are aimed at reviving consumption amid low inflation. Benefits...

Bernstein's MD, Venugopal Garre, maintains a positive outlook on the Indian market with a Nifty target of 26,500, citing improvements in ma...

Venugopal Garre, MD at Bernstein, points out the declining role of Foreign Institutional Investors (FIIs) in the Indian market and the incr...

Bernstein's Venugopal Garre is optimistic about quick commerce and organized retail, maintaining an overweight stance on both. Though Q-Com...

Global brokerage firm Bernstein predicts Nifty returns based on Lok Sabha outcomes: BJP victory with over 290 seats may yield high single-d...

"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...

Venugopal Garre, MD, Bernstein, discusses the energy transition, EV market dynamics, and the stock market . The importance of storage and b...

Foreign 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...

Similarly from a margin standpoint you have seen commodities basically moderate significantly and price hikes have already been taken and n...

When in early April we upgraded I would probably upgrade, the word upgrade is basically primarily to represent the fact that we were lookin...

The firm said a longer period of higher interest rates, lack of buffers, the risk of monsoon, and stagnant economic growth are the factors ...

“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...

We should be constructive on the markets at least in the first half of the year, says Venugopal Garre.