Page 10 - Nomura

Markets unlikely to bottom out soon amid recession fears: Nomura

As regards valuations, Nomura believes stocks have largely (if not fully) priced in expectations of higher policy/discount rates. They expect the markets to remain choppy in the near-term

Relief for telcos as govt scraps spectrum usage charge ahead of 5G auction

Nomura estimates saving of Rs 1,400-3,000 crore for telecom firms

5G auction, flat subscriber growth may weigh on Airtel, Voda Idea stocks

With organic cash flow, ongoing rights issue, strategic stake sale, improved market structure in India wireless, and easier 5G spectrum payment terms, Bharti remains well-placed to compete with R-Jio

Nomura names Jwalant Nanavati as Southeast Asia investment banking head

Hong Kong-based Nanavati, who joined Nomura nearly four years ago to head its Asia ex-Japan technology, media and telecom (TMT) investment banking team, will take over the new role from July 1

US likely to fall into recession as Fed Reserve raised rate hike: Nomura

Nomura warns that financial conditions will tighten further, consumers sentiment is souring, energy and food supply distortions have worsened and the global growth outlook has deteriorated

Infosys, TCS, Wipro: Is the fall in information technology stocks overdone?

In the last few weeks alone, analysts at JP Morgan, Kotak Institutional Equities and Nomura had sounded caution on the IT sector, suggesting that the heydays may be over, at least for now

Limited downside in markets provided inflation remains in check: Analysts

Peaking of inflation, analysts believe, could put a cap on bond yields and a floor on equity valuations

Analysts bullish on auto stocks amid govt. measures on fuel, steel price

At the operational level, Nomura sees margin benefit for companies in the backdrop of a cut in steel prices

India's Covid surge early hints of 4th wave; will not impact growth: Nomura

Rising cases are "early hints" of a fourth wave of the COVID-19 pandemic but do not pose any near-term risk to India's economic growth, a Japanese brokerage said

Nomura sees 75bps Fed hike in June, July; markets will absorb it: Analysts

Following the two 75 bps hikes in June and July, Nomura expects the US Fed to hike rates by 25 bps at every meeting scheduled in 2022 and 2023

We expect constructive environment for IPOs in 2nd half of FY23: Nomura

India's capital market fundraising will remain robust in the next six to 12 months as companies such as LIC are still looking to list, Nomura's Amit Thawani said

Petrol, diesel prices can rise by Rs 12, LPG by Rs 280 a cylinder: Nomura

Besides the petrol, diesel and LPG prices, compounding the woes for manufacturers and consumers alike is the sharp hike in prices of natural gas starting April 1 for a period of six months

Biz activity allays Russia-Ukraine war fears, hits all-time high

In a broad-based recovery, the Nibri rose to another record high of 126.4 for the week ending 20 March from 122.8 in the previous week, a 26.4 percentage point rise from the pre-pandemic levels

Market outlook 2022: Brokerages remain upbeat; see Sensex at new high

Inflation, winding down of stimulus from major central banks such as the US Fed and the ECB, developments in China and the impact of the new Covid variants, if any, are some of the key risks

Business activity grows to new high despite Omicron threat, says Nomura

The labour participation rate picked up to 41.4 per cent from 40.5 per cent -- its highest in eight weeks

Economy, markets, investing strategy: Nomura's outlook for India in 2022

Within the Asian region, the global research and broking house has maintained an overweight stance on China, Korea and Indonesia for 2022. Thailand and Philippines remain their key underweights.

India's business resumption touches new high despite Omicron: Nomura

Business resumption surged to a new high despite the fears of the newly discovered Omicron variant, and inflationary pressures are building up, a Japanese brokerage said on Monday

CLSA, Goldman Sachs join growing chorus of India's 'expensive' valuations

CLSA, Goldman Sachs latest to highlight concerns

Excise cut on petrol, diesel to cost government Rs 45,000 crore: Nomura

A cut in excise duty on petrol and diesel and the ensuing drop in retail selling price of these auto fuels should also help address inflation concerns to some extent, analysts said

Nomura Holdings 'ashamed' after legal costs spark 95% slump in profit

"We are ashamed," CFO Takumi Kita­mura said during an earnings briefing on Friday