BofA

Our analysis over past two decades suggests Nifty sustains higher valuations only during periods of strong earnings growth/upgrades, which is unlikely next year, Shah said.

Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside

Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside

Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside

Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside

The Adani Group, with a $200-billion market capitalisation, continues to enjoy global funding access and stable credit metrics despite market volatility and regulatory scrutiny, says BofA

Bank of America survey finds India now least preferred Asian equity market as tariffs hit sentiment, while China gains on growth hopes and Japan retains top spot

Bank of America (BofA) Global Research has maintained a positive recommendation on securities issued by Vedanta Resources Ltd and its subsidiary, citing reduced holding company liquidity risk, cheaper debt, and lower reliance on dividends in the future. The firm's report follows allegations by a US-based short seller Viceroy Research of Vedanta Resources' structural subordination, reliance on brand fees/dividends to service debt and frequent changes in senior management. Vedanta Group has strongly rejected the allegations. "Even so, the holding company's liquidity risk has been reduced with a reduction in its debt to USD 5.3 billion by end of financial year (FY) 2025, driven by dividends and brand fees from its majority-owned Vedanta Ltd, and a 12 per cent stake sale in the latter (ownership reduced to 56.4 per cent as of FY25), and lower repayments (USD 450-650 million per annum) over the next three years with recent refinancing," the firm said. It also noted the moderation in ...

Broader markets represented by small and midcap stocks are trading at even higher valuations or close to two standard deviations over long-term averages, Shah said

Nomura's revised Nifty target is a modest 6 per cent higher from the current level of the index. BofA Securities, on the other hand, has not made any change to its year-end Nifty target

In India, infrastructure and consumption continue to be the primary themes that investors are keenly monitoring, BofA Securities said

JPMorgan Chase & Co. CEO Jamie Dimon and Bank of America CEO Brian Moynihan on Thursday received a letter from John Moolenaar, chairman of the United States House Select Committee on Chinese Communist Party (SCCCP), requesting that the banks drop their participation in Contemporary Amperex Technology Co., Limited's (CATL) impending Hong Kong IPO.The Department of Defense has classified CATL as a "Chinese military company" in accordance with Section 1260H of the National Defense Authorisation Act, according to a report by SCCCP.According to the letters, there is rising concern that JPMorgan and Bank of America's participation in the CATL IPO directly supports the Chinese Communist Party's continued violations of human rights and military buildup. SCCCP said that the Committee specifically points to CATL's involvement in the modernisation of China's submarine fleet with cutting-edge lithium-ion batteries and its connections to the Xinjiang Production and Construction Corps (XPCC),

The decline in Nestle's share price came after reports suggested that global brokerage firm BoFA Securities has downgraded the stock to 'Underperform' from 'Neutral.'

The key risks to the upside in gold, BofA Securities said includes US fiscal consolidation, reduced geopolitical tensions, and a return to collaborative inter-governmental relations

Global investors are hunting for opportunities elsewhere after US stocks tipped into a correction earlier this month. Chinese tech stocks are in hot demand and Europe has also benefited

This segment, dominated by infrastructure-related firms, beat the broader stock market handily in the past two years

Global fund managers overall expect less than 5 per cent return from Asia stocks (excluding Japan) in a year, according to BofA Securities

Japan-based brokerage Nomura highlighted Bajaj Finance's consistent delivery of strong numbers, citing an AUM compound annual growth rate (CAGR) of 30 per cent over FY13 to Q3FY25

The S&P 500 is now up 25% this year, while the Stoxx Europe 600 has only gained about 5%, its biggest underperformance to the US in nearly 30 years

India stock market, China news: Indian equity markets, analysts said, are expensive relative to China, which offers a better risk-reward ratio and return potential in the short-to-medium term