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NOMURA TARIFF ANALYSIS
Earnings vs signals: Q4 results may matter more than they lookThe March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the...- Nifty to reach 29,300 by 2026 as D-St regains momentum, says Nomura; ICICI Bank, Infosys among top picksNomura forecasts Indian equities to climb 12% by end-2026, targeting the Nifty 50 at 29,300. This optimistic outlook is driven by calmer ge...
- Tariff math explained: How Indian exports face effective duty of 33.6% and not 50%Trump’s 50% tariff on Indian goods effectively translates to 33.6% after exemptions, Nomura estimates. While manageable compared to the hea...
- India Inc earnings downgrade drought shows first signs of breaking: Will Q2 mark the bottom?The earnings decline for Indian companies might be nearing its end. Q1 saw the smallest downgrade cycle in a year. Large companies are show...
- Sell India, buy China, Korea! Dalal Street now largest underweight for EM investorsNomura’s analysis of EM holdings shows that in July, investors cut their relative exposure to India, while boosting allocations to Hong Kon...
- Tariff game a non-event or new reality for your stocks? Here’s how to Trump-proof portfolioDespite market resilience, a $4 billion FII outflow signals deeper concerns over Trump's tariffs, impacting Indian exporters in textiles, s...
- What Trump's 50% tariff means for stock market investors; should Nifty bulls worry?Trump Tariffs Impact: Indian stock markets face uncertainty due to potential US tariffs. Investors are hesitant, awaiting trade deal clarit...
- China is unleashing a new export shock on the worldChina's export surge, fueled by government policies and a slowing domestic economy, is reshaping global trade. As Trump's tariffs redirect ...
- Trump's 27% tariffs put pressure on India. Is New Delhi ready for the impact?President Trump imposed a 27% tariff on Indian imports, one of the highest on major US trading partners. This follows his criticism of Indi...
- Falling US yields, dollar index will support Indian banksTrump's broad tariffs hit global trade, but Indian banks show resilience. US bond yields fall to 4.05%, aiding Indian lenders. India’s 10-y...
- Trump tariff rollout to retaliate against India & others opens new era of risk for global economyUS President Donald Trump will announce expansive US trade restrictions, including reciprocal tariffs. The announcement is set for a 4 p.m....
- Trump policies: Reciprocal US tariffs loom on India’s auto, textile and a dozen other sectorsTrump tariff: Trump’s threat of reciprocal tariffs could impact India, which has higher tariffs on US imports than vice versa. Key vulnerab...
- US' tariffs to impact India, Thailand more than Singapore, Hong Kong: NomuraEmerging Asian economies, particularly India and Thailand, face higher risks from Trump's retaliatory tariffs but are actively seeking nego...
- India may be one of the biggest victims of Trump’s eye-for-eye tariff threatEconomists at Morgan Stanley and Nomura Holdings have pinpointed India and Thailand as the nations most vulnerable to President Trump's pro...
- Trump policies may result in lower growth globally; India likely to be relatively better off: Sonal Varma, NomuraNomura's Chief Economist, Sonal Varma, predicts that while a second Trump term will likely hinder global economic growth due to increased t...
- What if Trump wins? The bottom line for India will be favourableDonald Trump has pledged a 100% tariff on goods from countries moving away from the dollar in trade. Despite past trade tensions, a report ...
- Mukesh Ambani, Sunil Mittal may deal with an unfinished agenda after Lok Sabha electionsBillionaires Mukesh Ambani and Sunil Mittal may wait for the Lok Sabha elections to finish before increasing telecom tariffs in the second ...
- Reliance Jio trumps Airtel in August active user addsThe active or ‘visitor location register' (VLR) data put out every month by the sector regulator reflects the actual number of customers ac...
- Who is afraid of Trump? D-Street says his steps may end up benefitting IndiaExperts say the protectionist trade policies of the Trump administration are unlikely to have any direct impact on India and foreign instit...
- Brokers’ call on USL, Maruti Suzuki, DiscomsCLSA is optimistic about a potential deal between Diageo and United Spirits, with their scenario analysis suggesting a fair value of Rs 1,2...
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