India's strong mutual fund SIP culture is helping foreign investors exit the equity market. This is putting pressure on the Indian Rupee. J...

What looked like a light-hearted campaign moment during PM Narendra Modi’s West Bengal trail has now turned into a major fiscal concern aft...

Indian markets are expected to remain range-bound with 8–9% Nifty returns over the next year, says Jefferies’ Mahesh Nandurkar. Strong dome...

Jefferies' mid-quarter review shows FY26 earnings downgrades outpacing upgrades, with banks driving most of the cuts. MSCI India’s FY26 EPS...

Jefferies' Chris Wood has raised India’s allocation to Overweight in his Asia Pacific ex-Japan portfolio, citing the country's macro resili...

A slowdown in households investments into local equities could further weigh on the outlook for Asia’s fourth-largest equity market, which ...

In the latest Greed & Fear report, Jefferies' India research head Mahesh Nandurkar emphasizes a significant rise in capital gains within pe...

The nation’s market, currently the world’s fifth largest at $4.5 trillion, briefly overtook Hong Kong last month. Still, its weight in glob...

"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 ...

"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...

I 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...

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

“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...

“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...

The 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 ...

CLSA analysts Mahesh Nandurkar and Ashish Agrawal are among those employees who are making the switch.

CLSA also lost a team of researchers in China to Credit Suisse Group AG this year.