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BERNSTEIN EQUITY
K-Drama on Tech Street: AI rout hits global marketsTechnology stocks experienced a significant downturn, pulling major indices lower as a sharp selloff in Korean chipmakers raised concerns a...
Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
US Stocks: Broadcom set to shed $300 billion in value as AI results fail to impress; shares fall 14%The losses, if sustained, will erase more than $315 billion from the company's market value of about $2.268 trillion, in one of the biggest...
Broadcom set to shed $300 billion in value as AI results fail to impressBroadcom shares dropped significantly after its AI chip business results missed high expectations. This decline affected other chip compani...
Why Amazon has struggled to crack IndiaAmazon's India strategy is changing: under new leadership, the company is focusing on profitability over rapid growth. This shift comes as ...
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...
LIC shares gain 6% in two sessions. Should you buy ahead of the 1:1 bonus issue?LIC shares climbed 4% on Monday, extending gains for a second straight session and taking the two-day rally to 6%. The stock gained momentu...
LIC shares jump 5% after Q4 results, first-ever bonus issue. Here's what brokerages sayLIC shares jumped around 5% on Friday after the state-run insurer announced its first-ever 1:1 bonus issue and a Rs 10 dividend, alongside ...
Is a deeper bond crash ahead? From Washington to Tokyo, governments are paying the highest borrowing costs in decades as global bond yields surge — why are investors dumping bonds?Global Bond Yields Spike to Multi-Decade Highs as Iran War Fuels Inflation Crisis: From Washington to Tokyo, governments are now paying the...
KPIT Technologies shares slide 4% as Q4 profit falls 33% YoY to Rs 163 croreKPIT Technologies shares fell sharply on Thursday. The automotive software firm reported a 33% year-on-year decline in net profit for the M...
Siguler Guff invests $40 million in Cinnabon operator Trimex FoodsUS private equity firm Siguler Guff has invested $40 million in Trimex Foods, the Indian franchise partner for Chili's, Paul, and Cinnabon....
IndusInd Bank shares jump 6%. Why Jefferies & other brokers raised their target pricesIndusInd Bank shares surged following Q4 results that indicated a potential turnaround, with profit jumping 331% sequentially and asset qua...
Union Bank Q4 Results: Net profit rises 7% YoY to 5,316 crore, provisions jump 3xUnion Bank Q4 Results FY26: Union Bank reported a mixed Q4 with net profit up 6.6% YoY to Rs 5,316 crore, despite a 1.1% dip in net interes...
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...
HDFC Bank vs ICICI Bank vs YES Bank: Which one to buy after Q4 results?HDFC Bank, ICICI Bank and Yes Bank delivered steady FY26 performances with healthy earnings growth and improved asset quality. While ICICI ...
HDFC Bank shares fall over 1% after Q4. Jefferies, Bernstein, 3 other brokerage weigh inHDFC Bank's shares dipped despite a 9% net profit rise to Rs 19,221 crore for the March quarter. While interest income saw a slight decline...
ICICI Bank shares rise 2% after Q4 results. What Jefferies, Bernstein and other brokerages are sayingBrokerages remain bullish on ICICI Bank after a strong quarter, citing stable margins, healthy loan growth and improving asset quality. Mot...
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 ...
Nifty can fall below 19,000 in worst case GFC-like scenario, warns Bernstein; rupee could breach 110/USDGlobal brokerage Bernstein warns the Iran conflict could trigger a "GFC moment" for India if prolonged, leading to elevated crude prices an...
Bernstein sees US stock returns slowing over coming decadeUS equities are now expected to show an annualized total return of 4% over the next decade, much lower than the 12% seen in the previous 10...