Hsbc

Infosys, HCL Tech FY27 guidance may steer IT stocks amid AI fears: HSBC

With AI concerns continuing to put pressure on Indian IT stocks, analysts at HSBC expect Infosys and HCLTech's FY27 guidance could be the key catalyst for the sector

Tractor volumes to dip amid weak outlook; HSBC trims M&M, Escorts target

HSBC said tractor volume growth over FY26-FY28 is likely to remain under pressure due to a high base and the anticipated impact of El Nino, which could weaken the monsoon

₹45K cr capex plan may not help Vodafone Idea gain market share: Analysts

HSBC says Vodafone Idea's Rs 45,000 crore capex plan will not help it gain market share as Jio and Airtel outspend it significantly; tariff hikes and cash flow gains remain critical

NaBFID raises $125 million in maiden foreign currency loan from HSBC

NaBFID's total assets rose 44 per cent to ₹1.04 trillion ($11.4 billion) as of Dec. 31, 2025, according to its website

HSBC set to push out underperformers as some bankers face zero bonuses

Such a move is aligned with the vision of Chief Executive Officer Georges Elhedery, who wants to bring the bank more in line with pay practices at American peers

From Jefferies to Goldman Sachs: Brokerages decode Budget 2026 fine print

Jefferies' industry discussions indicate up to 5 per cent volume impact, and estimate a 5 per cent decline in ADTO/orders for BSE/GROWW could result in 4 per cent earnings impact

India-EU FTA: Brokerages decode impact for markets, sectors, companies

In fiscal 2024-25 (FY25), India, according to HSBC, exported $76 billion worth of goods to the EU and bought $61 billion worth of goods from the EU

Sensex to hit 94,000 by 2026-end on earnings, cooling valuations: HSBC

Foreign portfolio investors have sold $16.8 billion worth of Indian equities in 2025 so far, putting the market on track for a record year of outflows

HSBC sees more upside in steel stocks in 2026; likes Hindalco, Tata Steel

HSBC on steel stocks: HSBC sees further upside in metal stocks as demand rises and imports stay restricted by policy support. Hindalco and Tata Steel get Buy ratings; Hindustan Zinc rated Hold

HSBC forecasts gold to reach $5,000/oz in 2026 amid global uncertainty

"Gold rally likely sustained through 1H'26 by geopolitical risks, economic policy uncertainty and rising public debt," the bank said in a note

HSBC to acquire Hang Seng unit for nearly $14 billion in Hong Kong bet

To keep its capital ratio within range, HSBC said it will refrain from buybacks for the next three quarters

HSBC India to allocate $1 bn in non-dilutive debt capital for startups

HSBC launches Innovation Banking in India with $1B non-dilutive capital to help startups scale and retain equity

Eternal shares rise 2% after HSBC raises target, keeps Swiggy at 'Hold'

Analysts believe that even though Swiggy has outperformed Zomato on both monthly transaction users (MTU) and gross order value (GOV) growth in the past one year, Zomato's margin is still significantly

HSBC quantum computing trial improves bond price prediction by 34%

HSBC's trial involved examining how quantum computing could be used in over-the-counter trading markets where assets are bought and sold between two counterparties without any exchange

Market outlook: HSBC upgrades India to overweight; Kotak sees limited gains

At the bourses, meanwhile, the Nifty 50 has gained around 6.5 per cent thus far in calendar year 2025 (CY) and outrun the Nifty 500 (up 4.2 per cent)

India's flash PMI declines to 61.9 in September; mfg records higher growth

Flash PMI September 2025: Pricing pressures were more pronounced in the service sector in September, although they moderated compared with previous months, while manufacturing saw a pick-up

HSBC chiefs meet PM Modi, pledge long-term support for India's growth

HSBC Chairman Mark Tucker and CEO Georges Elhedery met Prime Minister Modi this week, reaffirming commitment to India's growth and support for key national programmes

HSBC flags 5 positives, 4 risks for Indian equities amid market uncertainty

Indian equities have trailed their EM peers by over 24 percentage points since mid-September 2024, primarily because of earnings weakness

Standard Chartered backs flexibility as Wall Street tightens office return

While Wall Street rivals like JPMorgan and HSBC mandate in-office work, British multinational bank Standard Chartered is sticking with hybrid flexibility to retain talent

DMart Q1 miss triggers margin concerns; brokerages turn cautious on outlook

Nuvama maintained a 'Hold' rating on DMart, and revised its target price to ₹4,086 from ₹4,273, citing sustained margin pressure.