Page 14 - Nomura

FIs to turn discriminatory in 2021 while investing in emerging mkts: Nomura

While overall FII sentiment has been positive, thanks to the low interest rate regime, analysts say India has managed to bag more than its fair share of overseas flows du to record capital raising

Time to invest in cyclicals as economic recovery gathers steam: Analysts

Despite the large economic impact of the Covid-19 pandemic, the markets have recovered sharply even though the performance among individual stocks has been quite polarised

Dr Reddy's: Progress in Covid vaccine trials to boost firm's growth outlook

Good momentum in US and domestic sales, along with Covid-19 treatment portfolio is already driving analysts to upgrade earnings estimates

Full recovery in consumer durables will be long drawn affair: Analysts

Analysts expect companies to shift focus to online platform in order to boost sales in these Covid-19 impacted times

Nomura Holdings says corporate client data leaked to securities firm

An internal investigation found that data on 275 companies, mainly financial institutions, was leaked to Nippon Institutional Securities Co., Nomura said Thursday in a statement

Crisil projects wider GDP contraction for FY21 at 9%, from 5% earlier

Attributes it to Covid-19 cases and lack of stimulus from govt

Covid-19 pandemic to trigger deglobalisation. Can India be the next China?

According to Nomura, unconventional monetary policies will be the new normal, reducing the urgency for fiscal austerity

Economic recovery to gather pace in H2-2020; stay negative on India: Nomura

While collectively, emerging market economies have entered their deepest recession in at least 60 years, Asia - particularly China and Northeast Asia - stand out as the best, Nomura says

Q4FY20 GDP growth expectation: How bad will Covid-19 impact the economy?

The common thread that runs through these estimates is the fact that the economy is headed towards a recessionary phase

Blackstone sells Embassy Office Parks REIT units for Rs 2,270 crore

Post this deal, Blackstone stake will come down by around nine per cent from around 55 per cent shareholding earlier.

For Nomura's shoe-leather sales force, an uncertain future after Covid-19

The crisis has only deepened concerns about the viability of Nomura's business model, which is more reliant on retail broking than rivals

After a 34% surge from March low, brokerages see limited upside for markets

The flattening of the 'Covid-19 infection curve', Covid-19 impact on corporate earnings and the economic policies, they say, hold key to the market trajectory.

Moody's downgrade of India's sovereign debt had been on cards for months

In comparative terms, India has been a laggard among Emerging Markets in 2020. The downgrade just makes the task of its economic recovery a little more daunting

Nomura sees Nifty at 10,200 in Mar'21; financials to drag earnings

The lockdown's impact on corporate earnings will be worse than seen during the GFC, according to Nomura

Indian economy to contract 5-7% in FY21: Bernstein, Goldman Sachs

Analysts say the Rs 20-trn stimulus package by govt a lost opportunity

Nomura predicts Indian GDP to contract by 5.2% in FY21, more rate cuts

Analysts at Goldman Sachs expect the Indian economy to contract 0.4 per cent in FY21 versus consensus median 2.7 per cent

Rating downgrade by Moody's, negative outlook by Fitch likely, warns Nomura

India's Achilles heel on ratings, according to Nomura, is its parlous state of fiscal affairs

Coronavirus impact: Nomura lowers 2020 GDP growth forecast to -0.5%

"We expect growth to slide from 4.7 per cent YoY in Q4CY19 to 3.1 per cent in Q1CY20 and fall to -6.1 per cent in Q2CY20," said Sonal Varma, MD and chief India economist at Nomura.

YES Bank rescue plan: How brokerages have interpreted the proposals

Macquarie has suggested that taxpayers will the biggest casualty in the government-approved bailout plan for YES Bank

Nifty earnings impact due to COVID-19 less than 5% for FY21: Nomura

Tiles, textiles, chemicals and APIs sectors stand chance to gain market share from their Chinese competitors. These sectors, according to Nomura, constitute 8-10% of FY21 Nifty EPS consensus estimates