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BERNSTEIN VIEW
HDFC Bank overhang eases, Kotak CEO exit creates fresh uncertainty: What Pranav Gundlapalle is watching nowIndia's private banking sector faces pivotal moments with two major players at different junctures. HDFC Bank awaits RBI's nod for its CEO,...- India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeekBernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...
- 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...
- FIFA 2026: Brokerages bet on sector winners as soccer World Cup set to kick offThe 2026 FIFA World Cup will bring billions to host nations. Analysts expect a surge in spending on hotels, airlines, and retail. Beer sale...
- Adani Power shares gain 3%, snap two-day losing streak. Why are Jefferies, Bernstein bullish on the stock?Adani Power shares are climbing on strong prospects for India's power demand and the booming data centre sector. Analysts see the Adani Gro...
- 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...
- India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says BernsteinIndia’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to ...
- 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 ...
- Bernstein says Aadhar Housing, Home First, other housing stocks can rally up to 34%. Here are 3 reasons whyBernstein sees a significant rally potential of up to 34% in affordable housing finance stocks like Home First Finance and Aptus Value Hous...
- 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...
- Bernstein initiates coverage on 6 pharma stocks, cites 3 major tailwinds for healthcare sectorBernstein has initiated coverage on six Indian pharma stocks, with Zydus Lifesciences as its top choice. The brokerage sees strong future g...
- 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 ...
- 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...
- TVS Motor shares fall 4% after Q4 results. Here’s why Morgan Stanley, Goldman Sachs remain bullishTVS Motor Company's shares fell over 4% after reporting a 19% YoY net profit jump to Rs 772 crore for Q4 FY26. Despite a 30% revenue increa...
- SBI sheds over $11 billion in market value in 2 sessions on margin squeeze, disappointing earningsNSE data showed the heaviest fresh call writing on SBI's 1,000 strike on Monday, signalling that investors expect any near-term rebound in ...
- Nifty Bank crashes 900 points as SBI, IndusInd, Yes Bank, other lender stocks tumble up to 4%. What lies ahead?The Nifty Bank index plunged nearly 900 points, driven by weak earnings from State Bank of India and broader market sentiment. SBI shares l...
- SBI shares plunge 10% in two days after Q4. Do Morgan Stanley, Citi & Bernstein see a rebound soon?SBI shares fell over 3% on Monday and are down 10% in two sessions despite the lender reporting a 6% YoY rise in Q4 standalone net profit t...
- Titan shares crash 6% after Q4 results. What are Goldman Sachs, Morgan Stanley, Bernstein, other brokerages saying?Titan Company shares fell despite reporting a 35% net profit growth in Q4FY26. While the jewellery business saw exceptional 50% growth, int...
- Buy, Sell or Hold: Elara Capital stays bullish on Titan Company, keeps ‘sell’ call on ABB IndiaBrokerages remain divided on large-cap stocks, with Elara Capital backing Titan Company on strong jewellery demand and revenue growth, whil...
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