Page 5 - Jefferies

Nifty FY24 earnings growth at 20% to outperform most Asian peers: Jefferies

Among sectors, Jefferies expects the consumer discretionary and staples sectors to see a margin expansion of 2.4 / 0.7ppt in FY24.

New phase of capex cycle to start soon, say analysts. Top stocks to bet on

Helped by a property upcycle, analysts at Jefferies believe various government initiatives are likely to drive capex going ahead

Jefferies' secret sauce: Savours No. 1 in the ECM league table

Gets success recipe right by brokering $1.9-bn Adani-GQG deal

Can a CEO change impact a company's stock performance? Some insights here

While the Covid-19 period saw CEO transitions take a back seat, Jefferies said that businesses are now dealing with changed macro / geopolitical situations

Jefferies taps Barclays's Ashish Jhaveri to help build India M&A team

The hire is part of the US firm's ambition to build an M&A practice in India, where dealmaking has been relatively robust while the business elsewhere slowed to a crawl

Jefferies assigns Rs 134-224 per share for Jio Financial Services

Listing and value unlocking to be the key event for RIL's stock price, says Nomura

Softer impact of Credit Suisse crisis likely on Indian banks: Jefferies

Credit Suisse has a 1.5% share among foreign banks' assets in India and a 'small' 0.1% share of overall banking assets in the country, Jefferies estimated

India is no longer a crazily expensive market, says Jefferies MD Nandurkar

"Indian equities should catch up with global peers with a good probability of outperformance in the second half of this year"

Jefferies rejigs India model portfolio; Zomato, Bharti Airtel off menu

The change in stance with respect to Zomato is a complete reversal from nearly a month ago (November 13), when the stock was a high-conviction 'buy' for Jefferies with a price target of Rs 100

Why India's growth should stay resilient

Indian property cycle has multi-year pent-up demand and is more dependent onpricing sentiments (now strengthening) instead of mortgage rates.

Chris Wood rejigs India portfolio; adds Macrotech Developers, Adani Ports

In terms of sectors, Wood remains bullish on the real estate sector and suggests the Indian realty market to be one of Asia's hottest investment bets, besides Singapore

What's powering the rally in Reliance Industries' stock?

Another key reason for the recent stock surge, according to analysts at Jefferies, is the hope that the government may withdraw export duties on diesel and aviation fuel

Analysts see pressure on RIL, OMC's profitability amid firm oil prices

Their expectation is based on the recent action in October by the OPEC of cutting production by 2 million barrels per day. This suggests that the OPEC is looking to defend price, they said

Jefferies's Southeast Asia, India dealmaker Rao to leave, say sources

In Asia, Jefferies Financial Group Inc. has been expanding with the hiring of senior bankers

Cash is king! Investing strategies to ride out choppy markets

They turn cautious and prefer defensive bets

Infosys could announce a buyback along with its Q2FY23 results: Jefferies

However, they have not specified the quantum of the buyback the company could announce. Infosys is scheduled to announce its Q2-FY23 numbers on October 12

Global stock markets can retest June 2022 lows, cautions Chris Wood

Most global markets have staged a smart recovery since their June 2022 lows. The S&P BSE Sensex has outperformed its peers with a rise of around 13 per cent since then

Quick commerce not just a fad, here to stay, says Jefferies report

The Jefferies report was based on a visit to one of Blinkit's dark stores in NCR

Jefferies sees 15% correction in Indian markets; adds Zomato to portfolio

In the past one month, the S&P BSE Sensex and the Nifty50 have gained around 8 per cent each with a large part of these gains coming via the BFSI route

SBI Q1 preview: Treasury loss, subdued loan growth may cloud profitability

SBI Q1: Projections on the quantum of decline in net profit vary widely across brokerages as they see a sequential slide anywhere between 7 per cent and 51 per cent