Motilal Oswal said Q4 FY26 earnings surpassed expectations, with aggregate profits rising 16% year-on-year against its 8% estimate. Strong ...

India's top IT companies have seen Rs 17.6 lakh crore wiped out in a multi-month bear market. Valuations are at levels not seen since the g...

Jefferies said the leadership uncertainty at HDFC Bank has become a major overhang for the banking sector, dragging benchmark valuations de...

Jefferies strategist Christopher Wood says Pakistan offers high-beta opportunities around IMF bailout cycles, even as India remains his cor...

Tata Motors is boosting its global presence after a successful FY26 and business split. The company is integrating its passenger car divisi...

Jefferies has turned cautious on India’s travel sector as the Iran–Middle East war hurts international traffic, lifts fuel costs and weaken...

Nifty valuations have eased to near pre-Covid averages, prompting Jefferies to turn constructive on equities. The brokerage favours banks, ...

India’s trade truce with the US has prompted Jefferies to rejig its India model portfolio, boosting metals and adding US-exposed beneficiar...

Market strategist Chris Wood of Jefferies has raised Reliance Industries' weightage and introduced DLF in his model portfolios, reflecting ...

"Nifty is now 20x 1-year forward - higher than the past 10-year average, but relative to EM (ex-China) the premium at 67% is only somewhat ...

"FIIs have turned net sellers and India has underperformed MSCI EM by 3.2 ppts over the last 1 month. While the near-term appears weak, the...

According to Jefferies, India's most widely-owned sectors, financials and IT, have shown an inverse relationship nearly 70% of the time in ...

Nifty now trades at 18.5x 1-yr forward PE or a 7% premium to 10-year avg. and valuation gap vs China is also now back to the 10-year avg. T...

The investment bank said the reopening of China's economy, together with peaking of interest rates in the US, bodes well for industrial com...

"We also shave off some weight from Maruti (potential headwind to discretionary consumption due to slower wage hikes/IT hiring) to banks," ...

"My Indian portfolio, being a long-term portfolio, is predominantly still in growth stocks," says Chris Wood of Jefferies.

“…we believe it's a buy-on-dips market. This constructive view is predicated on continued global liquidity (hence depressed risk-free rate,...