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VENUGOPAL GARRE VIEWS
India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeekBernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...- Venugopal Garre flags structural weakness in capital flows, urges long-term reform pushExternal geopolitical factors are pressuring the rupee, not domestic economic mismanagement. This requires careful policy handling to avoid...
- Nifty target 26,000: Bernstein’s Venugopal Garre lists 6 sectors to buy amid Iran war ceasefireBrokerage Bernstein set a year-end target of 26,000 for the Nifty 50, with strategist Venugopal Garre saying the United States–Iran ceasefi...
- Venugopal Garre on AI, earnings and long-term view for Indian marketsGlobal markets face turbulence from geopolitical tensions and rising oil prices. Venugopal Garre advises investors to adopt a long-term per...
- Are FMCG and durables set to gain? Venugopal Garre’s outlook on GST impactGovernment’s proposed GST tweaks, along with earlier tax cuts and subsidies, are aimed at reviving consumption amid low inflation. Benefits...
- Why Venugopal Garre is bullish on Bharti Airtel, Adani Ports and Avenue Supermarts?Bernstein's MD, Venugopal Garre, maintains a positive outlook on the Indian market with a Nifty target of 26,500, citing improvements in ma...
- India portfolio may churn every month; FIIs will remain optional investors in India: Venugopal GarreVenugopal Garre, MD at Bernstein, points out the declining role of Foreign Institutional Investors (FIIs) in the Indian market and the incr...
- Is recovery trade the best trade for 2025? This is what Venugopal Garre has to sayVenugopal Garre from Bernstein emphasizes recovery trading focusing on sectors like financials and utilities, which underperformed last yea...
- Venugopal Garre is overweight on both Q-Commerce & organised retail. Here’s whyBernstein's Venugopal Garre is optimistic about quick commerce and organized retail, maintaining an overweight stance on both. Though Q-Com...
- Plateauing out? Fatigue in Indian economy may cap equity returns: Venugopal GarreVenugopal Garre, MD at Bernstein, believes the China recovery positively impacts India. However, he warns of economic fatigue within India,...
- PSUs not an asset class; the overvaluation could last longer: Venugopal GarreVenugopal Garre of Bernstein remarked that PSU stock valuations were excessively high relative to long-term growth expectations. He advised...
- Investors chase Indian stocks for growth despite overvaluation, not value: Venugopal GarreWherever there is growth, there is overvaluation as well but that is where the market is chasing equities stories, says Garre. That is what...
- Energy transition a multi-year theme; play EVs via battery cell makers: Venugopal Garre, BernsteinVenugopal Garre, MD, Bernstein, discusses the energy transition, EV market dynamics, and the stock market . The importance of storage and b...
- Book profits wherever you can as it could be a range-bound, volatile market in near term: Venugopal Garre, BernsteinVenugopal Garre says: “The current play on PSU infrastructure is good. It is good for the next maybe 12 months but you will have to start l...
- Prefer to play financials through private banks and NBFCs via SMIDs over next 1 year: Venugopal Garre"For India, IT services is a real bread and butter business, which means that it cuts across industries. So it is something which is more l...
- Keeping up with SMIDs? It pays to be overweight on financials now; may get larger overweight in IT next year: Venugopal Garre“We still have to look at a situation where one has to take an approach more from a bottom-up view. I do not think a largecap, smallcap thi...
- Bernstein expects a quick Nifty rebound; accumulate on dips, says Goldman SachsThe firm said a longer period of higher interest rates, lack of buffers, the risk of monsoon, and stagnant economic growth are the factors ...
- Still overweight on IT and financials but have tweaked allocations: Venugopal Garre‘We tweaked the allocations through the last 12 to 18 months. The first tweak primarily was to not really take a broad-based IT call. Exact...
- Beyond a point, tough to make a lot of money in a volatile market: Venugopal Garre, Bernstein“Beyond a certain stage, it is very tough to make a lot of money directionally in these markets because volatility will keep the upside in ...
- Bernstein poised positively on India but can’t reverse downgrade call now: Venugopal Garre“From a mid teens Nifty earnings growth which the market was forecasting, we could perhaps end up seeing low teens growth. For us to change...
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