Searched for
EMKAY ANALYSIS
After stellar Q4, is a downgrade nightmare looming for India Inc in Q1?India Inc. showed strength in Q4 earnings. However, a Q1 FY27 earnings downgrade cycle is now a significant market concern. Elevated crude ...
Why Emkay is seeing Nifty at 29,000 by March 2027 despite oil shock, West Asia tensionsEmkay Global maintains a bullish outlook on Indian equities, projecting the Nifty could reach 29,000 by March 2027, driven by strong domest...
Tata Motors PV shares rally 8% even as Q4 net profit drops 32% YoY. Here's what Macquarie, Jefferies & other brokerages sayTata Motors Passenger Vehicles shares jumped significantly after reporting a profit drop for the fourth quarter of FY26. Revenue from opera...
Madhavi Arora flags prolonged energy shock, warns of structural shift in global oil marketsGlobal energy markets are experiencing prolonged stress. High crude oil prices and geopolitical risks are impacting India's economy. Policy...
Q1 earnings shocker: 51 profitable companies just turned loss-makers. Is your portfolio at risk?The Q1 earnings season revealed a concerning trend as 51 previously profitable companies, including Tejas Networks and Ideaforge, slipped i...
Emkay Investment Managers launches SMID Cap Growth Engine FundSmall- and mid-cap mutual funds now account for over 30% of total equity flows, up from just 5% a year ago, supported by strong FII and MF ...
Tariff Blow: India faces risk of $31 billion export losses if Trump says 'it is 25%'As the US prepares to implement new tariffs starting April 2, India's exports, especially in sectors like apparel and auto parts, face sign...
Sensex, Nifty can fall up to 10% with bigger crash in smallcaps, warns EmkayEmkay Global cautions of a potential 5-10% correction in Sensex and Nifty amid a post-election market rally. Smallcap and midcap stocks cou...
ETMarkets AIF Talk: Betting on India, this fund manager turns Rs 1 cr investment into Rs 5 cr in 11 yearsEmkay Capital Builder achieved impressive 16.75% CAGR returns, growing an initial Rs 1 crore investment to Rs 5.5 crore over 11 years. Sach...
Why the cost of veg thalis rose way faster than that of non-veg thalis in JulyIt may be noted here that Crisil computes the average cost of preparing a thali at home based on input prices in north, south, east and wes...
Vi likely to fall back further on 5G, lose ground to rivals: Analysts"Our analysis shows that Vi will be able to rollout 5G only in 10 circles in seven states with its annual internal accrual of around '83 bi...
Accumulate IT stocks as long-term structural growth story intact: Emkay WealthThe brokerage was of the view that the decline in the Nasdaq index will continue as companies on the tech platform may face some challenges...
US recession & IT stocks: Here is what happened in 2008 and 2020An analysis of past recessions in 2008 (global financial crisis) and 2020 (pandemic) shows that stock prices override fundamentals as reces...
Understanding the premises of technical analysisTrading technology, interface, and tools have evolved over time, but market psychology and reaction from the state of greed and fear tend t...
Power demand to decline 8% in FY21, discoms' revenue to fall 13.1%: ReportPower demand is expected to decline by around 8 per cent in current fiscal due to the steep fall in demand from commercial and industrial s...
Coronavirus impact on India's retail sectorEmkay Global says the fall in crude prices and moderating agri-input prices should drive margin gains for most staples.
Covid-19, inventory correction before BSVI transition to hit auto revenues in March quarterHigher discounts and operating de-leverage are expected to contract aggregate margins by 240 basis point year-on-year.
Voda Idea may struggle to sustain beyond 2 years, despite likely AGR relief: AnalystsVodafone Idea may still struggle to sustain its business in the long term given its weak cash flows.
JioPhone Diwali offer drives subscriber growth for Jio in October: AnalystsMorgan Stanley in its analysis based on Telecom Regulatory Authority of India’s (TRAI) data said that Jio’s monthly wireless broadband subs...
- If you are an investor, hold GMR from long-term view: Sandeep Singhal, Emkay Global Financial Services
The issue in these stocks is that they are highly capital intensive projects, asset is very high.