Jefferies

Jefferies' Chris Wood Tweaks India Portfolio: Rate Cut Bets, Valuation Worries, & Real Estate Optimism Drive Strategy Shift

2025-06-20 Niranjan Ghatule

Jefferies' Chris Wood has made significant adjustments to the India portfolio amid expectations of RBI rate cuts, valuation concerns, and optimism in the real estate sector. The new strategy includes rotating out of select stocks while increasing exposure to consumption and financial sectors, reflecting India's shifting economic landscape.

Brokerages Weigh In On Tata Motors Post JLR Investor Day: Mixed Views Emerge

2025-06-17 Niranjan Ghatule

Post JLR investor day, brokerages have shared mixed views on Tata Motors with target prices ranging from ₹600 to ₹805. While some remain cautious citing earnings downgrades and rising competition, others are optimistic on long-term profitability.

Mixed Brokerage Views on Tata Motors Amid Global Headwinds and Opportunities

2025-05-14 Niranjan Ghatule

This article explores the latest brokerage views on Tata Motors following its Q4 results and global trade developments. It covers contrasting ratings and target price revisions from Jefferies, CLSA, Goldman Sachs, and Macquarie, with a special focus on JLR's performance, tariff impacts, and future outlook.

Jefferies' Chris Wood Tweaks India Portfolio: Rate Cut Bets, Valuation Worries, & Real Estate Optimism Drive Strategy Shift

Brokerages Weigh In On Tata Motors Post JLR Investor Day: Mixed Views Emerge

Mixed Brokerage Views on Tata Motors Amid Global Headwinds and Opportunities

India's Forex Reserves Fall by $7.3 Billion in 3 Weeks: What's Behind the Decline?

Why Is the Indian Rupee Weakening Despite a Falling Dollar? Here Is What RBI Says

NSDL IPO Discount Sparks Debate: Unlisted Market Investors Face Heavy Jolt | NSDL vs CDSL Detailed Comparison

Bangladesh-Pakistan Visa-Free Agreement Sparks Security Concerns in India

Kotak Mahindra Bank Q1 Results: Profit Drops 47.5% YoY Despite Rise in NII; Asset Quality Weakens Slightly