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NOMURA CAPITAL
India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
China escaped middle income trap but India still stuck in it; 4 economists debate if 6.5% growth is enough for Viksit BharatIndia's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...
Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
ET Alpha Wealth Summit: What's next for markets, AI and India's growth story?Leading investors will convene at the ET Alpha Wealth Summit in Mumbai on June 4 to dissect market trends and identify opportunities. Discu...
AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
India bonds end flat as RBI policy caution offsets cooler oilBrent crude and U.S. Treasury yields eased in Asian trade, taking some pressure off India's oil-sensitive curve.
Nifty at 25,900 by March 2027? Nomura cites key catalysts to watch out forIndian stocks have seen a sharp fall. Nomura predicts the Nifty will climb almost 11% to reach 25,900 by March 2027. This optimism stems fr...
Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunityIndia's data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura....
RBI likely to keep status quo on policy rate as threats loomA majority of economists polled by ET predict the Reserve Bank of India will hold its policy rate steady at the upcoming June meeting. This...
ET Alpha Wealth Summit: Mapping the road to India’s next growth waveIndia's strong economic growth faces scrutiny as global conditions remain uncertain. The ET Alpha Wealth Summit on June 4 in Mumbai will fe...
Avaada seeks $800 million to refinance Brookfield Asset Management debtAvaada Group is raising $800 million to refinance existing debt. This move aims to reduce finance costs before the group's planned public m...
Nomura Asset, Capital Group, others buy 5.3% stake in Premier Energies for Rs 2,291 crGlobal financial institutions and Indian mutual funds have bought a 5.3 percent stake in Premier Energies. The deal involved promoters sell...
First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
Bain Capital-backed Dhoot Transmission files updated DRHP with Sebi for IPO, to raise Rs 1,400 crores via fresh issueBain Capital-backed Dhoot Transmission filed updated IPO papers seeking Rs 1,400 crore via a fresh issue. A top player in two/three-wheeler...
Vi shares double investments in 1 year. Here’s what analysts from Macquarie, JPMorgan, other global brokerages sayVodafone Idea shares have surged over 100% in a year. Analysts from Macquarie, JPMorgan, and other global brokerages offer mixed views. Whi...
Zydus Lifesciences shares soar 7% to fresh record high after Q4 results. Should you buy, sell or hold?Zydus Lifesciences shares climbed to a new 52-week high. The company reported a 9% rise in net profit and over 16% revenue growth for the J...
Vodafone Idea shares jump 4% to fresh record high but Nomura, other brokerages remain cautious; here’s whyVodafone Idea shares surged over 4% to a new record high, driven by a significant net profit increase in Q4 FY26, largely due to accounting...