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MAHESH NANDURKAR JEFFERIES
The surprising reason India's most expensive stocks often keep risingIndian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defenc...- $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 ...
- Behind the petrol pump: Why fuel retailers losing Rs 7-8 per litre need $85 crude oil to stop bleeding cashOil companies face continued losses of Rs 7-8 per litre on petrol and diesel, with a breakeven point only at crude prices of $85-87 a barre...
- Is your mutual fund SIP secretly crushing the Indian rupee? Jefferies explains the bitter side of the storyIndia's strong mutual fund SIP culture is helping foreign investors exit the equity market. This is putting pressure on the Indian Rupee. J...
- Spicier than jhalmuri: The Rs 1.7 lakh crore fiscal bite hidden in state election resultsWhat looked like a light-hearted campaign moment during PM Narendra Modi’s West Bengal trail has now turned into a major fiscal concern aft...
- Nifty outlook: Jefferies’ Mahesh Nandurkar sees 8–9% returns, range-bound market aheadIndian markets are expected to remain range-bound with 8–9% Nifty returns over the next year, says Jefferies’ Mahesh Nandurkar. Strong dome...
- Jefferies upgrades Street's most hated stocks, says Q1 earnings not too badJefferies' mid-quarter review shows FY26 earnings downgrades outpacing upgrades, with banks driving most of the cuts. MSCI India’s FY26 EPS...
- Jefferies’ Chris Wood raises India bet at the cost of Taiwan amid Trump tariff turmoilJefferies' Chris Wood has raised India’s allocation to Overweight in his Asia Pacific ex-Japan portfolio, citing the country's macro resili...
- Jefferies warns of slowing equity inflows from local investorsA slowdown in households investments into local equities could further weigh on the outlook for Asia’s fourth-largest equity market, which ...
- Equity capital gains in personal income to reach up to 15% in FY24: JefferiesIn the latest Greed & Fear report, Jefferies' India research head Mahesh Nandurkar emphasizes a significant rise in capital gains within pe...
- India market value to reach $10 trillion by 2030, says JefferiesThe nation’s market, currently the world’s fifth largest at $4.5 trillion, briefly overtook Hong Kong last month. Still, its weight in glob...
- 24K in 2024? Nifty can deliver double-digit returns, says Jefferies, adds Adani Ports"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 ...
- Jefferies reshuffles portfolio to use spare cash, sells 3 stocks and buys 6"We add Coal India, Honasa, Eicher, NTPC, HDFC Bank and ICICI Pru Life at the cost of cash, Marico, Maruti, Power Grid," Mahesh Nandurkar o...
- Market to be in consolidation phase over next 1-2 quarters: Mahesh NandurkarI mean, the risk-free rates in the US have gone back up to the peak levels that we saw back in March. So, when you are able to make a 5% ri...
- Banks and IT stocks share inverse relationship, shows 14-year historyAccording to Jefferies, India's most widely-owned sectors, financials and IT, have shown an inverse relationship nearly 70% of the time in ...
- Why Jefferies' Mahesh Nandurkar finds the market rally unconvincing“We are seeing that inflation is coming down and growth is slowing down as per Fed expectations and at the same time the recession fears ha...
- Time to be overweight on domestic cyclicals: Mahesh Nandurkar, Jefferies“We are recommending that one should be overweight in the domestic cyclical sectors. We like banks and autos. From a medium to long term pe...
- Jefferies says Nifty to hit 15,800 by year-end; bets on realty, financialsThe brokerage firm is of the view that the Covid-19 situation in the country is well under control and since the recovery is driven by the ...
- 10 CLSA India employees may join Jefferies: ET NOWCLSA analysts Mahesh Nandurkar and Ashish Agrawal are among those employees who are making the switch.
- Jefferies steps up Asia expansion by hiring a dozen from CLSACLSA also lost a team of researchers in China to Credit Suisse Group AG this year.
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