DARK SECRETS: 2 - The Real Truth

HDFC Bank shares gain 3% as CEO Jagdishan rejects new term; Morgan Stanley, Jefferies, others weigh in

HDFC Bank share price rose up to 3% on Monday after the lender's Managing Director and CEO Sashidhar Jagdishan opted against reappointment, prompting brokerages to uphold their positive stance on the bank's stock.In light of this announcement, the board has hastened efforts to find a suitable successor. Analysts appreciate this…

The Economic Times · Aug 31

Cyient shares rocket 8% after investor day, but brokerages see up to 24% downside. Here’s why

Cyient shares jumped 8% after the IT services company outlined its growth and margin roadmap at its investor day. Management is targeting double-digit revenue growth and EBIT margins above 15% in the near term, while brokerages remained divided on the pace of recovery. Motilal Oswal retained its Sell rating, while…

The Economic Times · Aug 26

Retailers keep price hikes in check amid rising input costs: Nuvama

Indian retailers are limiting price hikes despite volatile cotton, yarn and fabric costs and geopolitical supply-chain risks. Companies are adjusting sourcing, building safety stocks and selectively absorbing costs to protect demand. Value retail and electronics remain strong, while festive demand is expected to support growth after a softer second quarter.

The Economic Times · Aug 25

BSE shares drop 3% after second downgrade in two days. Nuvama lists CAS among 3 key headwinds

BSE shares extended their losing streak after Nuvama downgraded the stock to Hold and cut its target price, citing three key concerns: the impact of CAS on trading volumes, tighter bank guarantee norms and limited scope for further market-share gains. Jefferies also recently downgraded the stock, adding to pressure on…

The Economic Times · Aug 18

LG Electronics shares jump 5% after robust Q1 earnings. What are Jefferies, other brokerages saying?

In the first quarter of FY27, LG Electronics India showcased impressive profit growth alongside significant operational revenue increases from April to June. The surge stemmed from robust demand for premium products across various categories. Analysts remain optimistic, highlighting the company's solid earnings potential and market stance, bolstered by strategic investments…

The Economic Times · Aug 14

Astral shares rally 10% following Q1 results; Citi sees target price at Rs 1,900, Nuvama upgrades stock to 'Buy'

Astral shares surged nearly 10% after strong Q1 FY27 results, with profit rising 51.8% YoY. Citi retained a Buy rating with a Rs 1,900 target, while UBS maintained Accumulate. Nuvama upgraded the stock to Buy, citing strong pipe volumes and margin prospects, while Motilal Oswal retained Buy and CLSA maintained…

The Economic Times · Aug 13

Zydus Lifesciences shares drop 3% after Q1 earnings. Here's why Nuvama upgraded rating, hiked target

Shares of Zydus Lifesciences saw a decline of more than two percent following the announcement of a notable profit drop. The net profit plunged thirty-six percent year-on-year for the first quarter, despite a nearly twenty-two percent increase in operational revenue. Expenses surged by over forty-one percent. However, the managing director…

The Economic Times · Aug 12

Info Edge shares jump 4% after strong Q1 show. What Nomura, Nuvama and other brokerages expect next

Info Edge shares jumped over 4% after the company reported a strong Q1 FY27 performance, with consolidated net profit rising 43% year-on-year to Rs 490 crore. Recruitment billings grew 17.5%, while operating profit rose 25%. Nomura, Nuvama and Motilal Oswal retained their respective ratings, with Nomura and Nuvama maintaining Buy…

The Economic Times · Aug 11

BSE’s Nifty50 hot seat may trigger $695 mn inflows. What this means for shareholders

BSE will replace Wipro in the Nifty 50 from September 30, with Nuvama estimating $695 million inflows into BSE and $240 million outflows from Wipro. BSE shares are up 37% in 2026 despite a 6% monthly decline.

The Economic Times · Aug 11

ETMarkets Smart Talk | Direct stocks are not the answer for global investing; fund of funds makes more sense: Rahul Jain

According to Rahul Jain, President & Head – Wealth Management at Nuvama, direct stock-picking is not the answer for most investors looking to diversify globally. He believes passive strategies and fund of funds can offer a more effective way to gain exposure to different geographies while reducing the burden of…

The Economic Times · Aug 11