RIL's restructuring of telecom/ digital business raises focus on asset monetisation and debt reduction, says Morgan Stanley
Morgan Stanley has also set up a platform with Bengaluru-based developer Puravankara Projects for industrial parks
The brokerage said the company's target of zero net debt by FY2021 will help lower investor concerns about debt, which had increased steadily over the past seven years
Analysts at Morgan Stanley expect recovery in energy earnings after the trough (both refining and petrochemicals) seen in Q1FY20
Besides Wood, Nomura, too, has revised its Nifty50 target for March 2020 to 12,545 on the back of a potential 7 per cent earnings increase in FY20/21
The challenge for wholesale-funded institutions whether it's a bank, non-bank or housing finance company, is that they cannot lend because they are struggling with liquidity, says Anil Agarwal
"Grow the business, expand the pie and connect with the client for the long term because it's never about a one-off"
The global brokerage firm said Sun Pharma was its top pick in its Indian healthcare coverage and sees 27 per cent upside potential in the stock
Chinese brokerages are relatively unsophisticated beside their Wall Street rivals, focusing mostly on equities trading
Lower earnings, slower growth drive decision; other research and broking houses are also raising fears of slowdown in corporate earnings globally
The developments post-G20 meeting, Morgan Stanley says, are not enough to remove the uncertainty around trade policy, given the lack of clarity so far on the critical issues.
When expectations are low, the markets tend to do well post the budget
In India, ETF assets have risen from $240 million to $15 billion in four years
The target for the MSCI EM index has been raised by 8 per cent to 1,130 from 1,050. The index hovered around 1,035 on Monday
New e-commerce rules will slow overall e-commerce growth by 10-70%, says global financial firm
Morgan Stanley this week posted its highest-ever annual profit, even as fourth-quarter performance disappointed investors
Goldman Sachs Group Inc. had a similar issue in 2015, when it insisted it had no relation to a Chinese firm using a nearly identical English and Chinese name
Investors likely to take a view after state election results next month
The global financial services firm noted in its research report that the changing industry dynamics, viz higher rates and NBFC turmoil are set to improve large banks' positioning even more.
Main objective behind this initiative is to connect with emerging start-ups in the country that are working in the domain of artificial intelligence (AI), data analytics and machine learning