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MORGAN STANLEY EM VIEWS
SpaceX at $100 would imply zero AI value, Morgan Stanley saysSpaceX shares have fallen significantly, nearing a valuation that ignores its artificial intelligence business. Morgan Stanley analysts bel...- Bond investors, unsure about Fed policy outlook, hedge against US rate shockAs U.S. interest rates continue to rise, bond investors are taking proactive measures to protect their portfolios. The surge in demand for ...
- Global Market: China, Hong Kong stocks slide as oil surge fuels inflation concernsAsian markets saw declines in China and Hong Kong equities on Friday. Crude oil prices surged above $100 a barrel, intensifying inflation w...
- Buy, Sell or Hold? Citi maintains buy on Meesho; Elara Capital recommends buy on Vishal Mega MartBrokerages issued fresh post-earnings calls on three stocks. Citi raised its Meesho target to Rs 220 (17% upside) based on strong pricing p...
- Meesho cracks 5% as weak Q2 outlook spooks Street; Citi, Morgan Stanley reactMeesho shares fell after the company warned of slower NMV growth in the September quarter due to the rescheduling of its flagship festive s...
- Infosys shares fall 3% as JPMorgan downgrades stock, Jefferies cuts target after Q1 resultsInfosys shares fell after global brokerages turned cautious following the company's Q1 FY27 results and a cut to the upper end of its reven...
- Market wrap: Adani Enterprises, IndiGo, Bajaj Auto among top gainers and losers on Nifty and Sensex on ThursdayIndian benchmark indices extended losses for a fourth straight session as rising oil prices, driven by escalating US-Iran tensions, weighed...
- India in strongest credit growth phase since 2012 on robust corporate demand: ReportIndia's credit expansion is currently its strongest since 2012. Corporate loan growth reached a thirteen-year high in May. Household loan g...
- Infosys Q1 preview: Guidance cut expected? Infosys may not have good news for investors in Q1 resultsInfosys is expected to post double-digit growth in revenue and profit for Q1FY27, aided by seasonal factors and acquisitions. However, brok...
- Google quarterly cloud revenue growth beats expectationsGoogle Cloud revenue surged eighty-two percent, fueled by strong enterprise demand for AI services. This significant growth helped offset c...
- Coca-Cola appoints JPMorgan, Citi for India bottler IPO, sources sayCoca-Cola has appointed JPMorgan and Citi for its planned 2027 initial public offering. This significant move involves its majority-owned I...
- Reliance Industries share price target: What are brokerages saying after Q1 results?Reliance Industries shares gained after the conglomerate reported better-than-expected June quarter earnings, driven by robust growth acros...
- PayPal board sees Stripe-Advent's $53 billion bid as undervaluing company, sources sayPayPal's board considers a $53 billion takeover bid from Stripe and Advent International as undervalued. The company has not formally respo...
- Bitcoin (BTC USD) and Ether (ETH USD) ETFs stage massive comeback with $239 million inflows as Japan's crypto ETF push fuels optimism - here's what investors need to knowBitcoin and Ether ETF inflows today: Bitcoin and Ether exchange-traded funds experienced a strong recovery this week. Bitcoin ETFs attracte...
- Blackstone hires Ami Momaya to lead India infrastructure investmentsBlackstone has appointed Ami Momaya as managing director and head of infrastructure for India. This marks the firm's initial hire for its A...
- Morgan Stanley beats profit estimates on dealmaking boost, strong tradingMorgan Stanley has showcased an impressive performance for the second quarter, surpassing Wall Street's earnings expectations. The surge in...
- HCL Tech tumbles 4.5% as analysts cut price targets after Q1 resultsHCL Technologies shares dropped significantly on Tuesday following analyst target reductions. Most foreign brokerages trimmed their price t...
- The great Adani trade is back with Rs 1.4 lakh crore bang! Why Adani Enterprises is Nifty’s hottest stock nowAdani Enterprises shares have rallied significantly this year, becoming Nifty's top performer. Investors are betting on its airports-to-cop...
- Morgan Stanley warns AI chip rally may be running out of steamMorgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI ...
- 25% chance of Sensex hitting 1 lakh in next 1 year: Morgan Stanley's Ridham DesaiMorgan Stanley's Ridham Desai sees a 25% chance of the Sensex touching 1 lakh within the next year, driven by stronger earnings and improvi...
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