Nomura Saion Mukherjee

Nifty50 to hit 29,300 by end-2026? Nomura lists top 20 stock picks

Nomura expects Indian markets to trade in the range of 20-22x one-year forward earnings, assuming risk premia remain low.

Nomura keeps Nifty target at 26,140, backs Swiggy, Titan, Alkem as top bets

Nomura has maintained its Nifty target for March 2026 at 26,140, implying a modest upside of 4 per cent from current levels, based on a FY27F earnings per share (EPS) estimate of ₹1,245.

Difficult to make case for sustained underperformance: Saion Mukherjee

India's equity story hinges on consumption, selective midcap bets, and FII flows, while IT faces headwinds and banks offer steady value, says Mukherjee

Foreign brokerages stay cautious on India stock market; check strategy here

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

Nomura sees muted Nifty returns in 2025, sets December target at 23,784

Nomura Nifty target: Nomura suggests investors stay highly "selective" and bet on stocks and/or sectors with relative valuation comfort

Why is Nomura betting big on RIL, BEL, Exide, Sona BLW and Uno Minda?

As corporate capex picks up, it expects the Indian corporate sector to sustain 12 - 17 per cent earnings growth in the medium-term

We don't sense any significant nervousness among investors: Saion Mukherjee

Sticky inflation and delay in rate cuts by the US Federal Reserve can emerge as a concern for the markets

Risk-reward not favourable in near to mid term: Nomura India's Mukherjee

He says that the market valuation premium over emerging market (EM) peers is around 70% versus the long-term average of nearly 40%

Hard to make a case for a material upside in this market: Saion Mukherjee

As the pandemic recedes and growth recovers, we may see inflationary pressures, says Mukherjee

India appears better mkt amid coronavirus scare: Nomura's Saion Mukherjee

India is relatively better than some other markets exposed to stuff like tourism, says Saion Mukherjee

Nomura sees Nifty hitting 12,900 by March 2020, up 11% from current levels

Returns are more likely to come from specific firms which are poised to do well rather than a uniform, market-wide surge

Our June 2019-end target for Nifty50 index is 11,892: Saion Mukherjee

SAION MUKHERJEE, head of India equity research at Nomura, tells Puneet Wadhwa that though it seems unlikely that just the current rupee depreciation can trigger a sell-off