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JEFFERIES INDIA OVERWEIGHT
$320 billion danger: Jefferies warns 70 large EM funds are underweight IndiaDespite record FII outflows from Indian equities since September 2024, Jefferies said India remains a consensus underweight among emerging ...- Q4 earnings review: Motilal Oswal highlights broad-based beat on estimates, lists 6 sectors that exceeded expectationsMotilal Oswal said Q4 FY26 earnings surpassed expectations, with aggregate profits rising 16% year-on-year against its 8% estimate. Strong ...
- 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 ...
- Jefferies, other top brokers raise Lenskart targets after Q4 results; here's whyLenskart Solutions shares surged after the eyewear retailer reported a strong Q4FY26 performance, with revenue from operations rising nearl...
- Red alert: 15 stocks most vulnerable to FII selling as DIIs refuse to step inForeign institutional investors have divested approximately $53 billion from Indian equities since September 2024, leading to significant o...
- Muthoot Finance shares crash 8% even after Q4 net profit soars 105% YoY. Here’s what Jefferies, Morgan Stanley sayMuthoot Finance's shares plunged over 8% despite reporting a 105% year-on-year surge in net profit to Rs 3,086 crore for Q4 FY26. The compa...
- Is your portfolio FII-proof? 7 stocks Jefferies says can defy the $53 billion foreign selloffForeign investors have divested $53 billion from Indian equities since late 2024, leading to underperformance against emerging markets. Dom...
- Crude@$100+: The Rs 3 lakh crore power boom you might be missingThe US-Israel-Iran conflict has significantly boosted India's power and energy stocks, with Nifty Energy's market cap rising by Rs 3 lakh c...
- Maruti Suzuki shares deliver Rs 1.28 lakh crore shock from January peak. Is the worst behind?Maruti Suzuki shares have dropped nearly 25% from their January peak, wiping out Rs 1.28 lakh crore in value amid margin and market share c...
- Maruti Suzuki shares jump 4% after Q4 results. What Jefferies, Goldman Sachs and HSBC recommend nowMaruti Suzuki shares saw a significant jump. The company reported strong revenue and record sales for the March quarter. Despite a profit d...
- Nifty valuation near pre-Covid average, says Jefferies; tweaks stock portfolioNifty valuations have eased to near pre-Covid averages, prompting Jefferies to turn constructive on equities. The brokerage favours banks, ...
- Hot Stocks: Brokerage view on GAIL, ICICI Lombard, PNB Housing and InfosysJefferies has underperform rating on GAIL India. Morgan Stanley is overweight Infosys, PNB Housing, ICICI Lombard.
- Hot Stocks: Brokerage view on ITC, Godrej Consumer, Coal India and L&TJPMorgan maintains overweight rating on ITC and Godrej Consumer Products. Jefferies has a buy rating on Coal India with a target price of R...
- Hot Stocks: Brokerages view on Tata Motors, Nippon AMC, Mindspace REITJPMorgan maintained an overweight rating on Tata Motors with a target price of Rs 925. JLR wholesales improved, and the mix remains strong.
- Hot Stocks: Brokerage view on Zomato, Star Health, Zydus Life and NykaaMorgan Stanley maintained an overweight rating on Zomato but raised the target price to Rs 125 from Rs 115 earlier.
- Hot Stocks: Brokerages on Godrej Consumer, Zomato, Ramco Cement, Britannia and Torrent PharmaJPMorgan maintained an overweight rating on Godrej Consumer but raised the target price to Rs 1135 from Rs 1075 earlier. The company report...
- Hot Stocks: Brokerage view on Maruti Suzuki, GAIL, Rossari Biotech and UPL post-Q1 resultsJefferies downgraded GAIL India to underperform with a target price of Rs 105. The June quarter was a weak print with misses in transmissio...
- Hot Stocks: Brokerage view on Allcargo Logistics, Dabur, RIL, Tech Mahindra and Titan CompanyThere is improvement in demand trends, topline growth, and gross margins. Easing inflation is likely to expand margins after 1000 nine quar...
- Hot Stocks: Brokerages on L&T, Dr Reddy’s, Nazara, SRF, Hindalco and Godrej ConsumerJefferies maintained a buy rating on Nazara Technologies and lowered revenue and margin estimates for FY24/25 after Q4 results. The brokera...
- Will buy Indian stocks on every fall: Chris WoodHong Kong-based Chris Wood said that from a macro perspective, India looks to be in a similar condition to where it was in 2003 when the co...
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