India to Gain from AI in Services, Not Hardware: Jefferies
A Jefferies report reveals India's AI advantage lies in services and efficiency gains, not hardware. Discover how this positions India in the global AI race and boosts its economy.
Category : Search result: Jefferies analysis
Jefferies Seeks Ex-CEO Testimony in First Brands Case
Jefferies presses to question First Brands founder under oath amid a $715M invoice scandal. The legal battle intensifies as the former CEO cites the Fifth Amendment. Read the full details.
India IB Fees Hit $1.3B, Jefferies Leads with $99M
India's investment banking fees soared to $1.3 billion in 2025, driven by record IPOs and M&A. Jefferies topped the league table with $98.9 million. Read the full analysis.
India's Power Sector Set for 2026 Recovery: Report
India's power demand growth is projected to recover to 5-6% after a weak 2025. Jefferies report cites monsoon impact, industrial slowdown, and delayed renewable PPAs. Read the full analysis.
Jefferies: Power Demand Recovery to Drive Sector Upside by 2026
Jefferies predicts a recovery in India's power demand growth to 6.5% by FY26, driving upside for power sector stocks like NTPC and Power Grid. Read the full analysis.
Jefferies Reallocates Funds from China to India and Taiwan
Global brokerage Jefferies rebalances its Asia ex-Japan portfolio, increasing weightage for India and Taiwan while reducing exposure to China and Indonesia. Discover the strategic shift and its market implications.
Jefferies shifts portfolio weight to India, Taiwan from China
Global investment bank Jefferies increases allocation to India and Taiwan in its Asia Pacific portfolio, citing strong growth prospects. Read the full analysis of this strategic shift.
Groww Jumps 6.5% on Jefferies' Thumbs Up, Stock Up 72% From IPO
Groww's share price surged 6.5% after Jefferies initiated coverage with a ₹180 target, citing strong growth levers. The stock has gained 72% since its IPO. Read more for details.
Brokerages Initiate Coverage: Buy on Groww, Firstsource, Lenskart
Jefferies starts Groww with Rs 180 target, IIFL bullish on Firstsource, Macquarie rates Lenskart outperform. CLSA holds Voltas, Goldman buys Max Healthcare. Key stock market insights.
Rupee at Record Low, Jefferies Says Worst May Be Over
The Indian rupee has plunged to historic lows against the US dollar in 2025. However, Jefferies' Chris Wood argues strong macro fundamentals suggest the worst of the weakness is likely behind. Read the full analysis.
FIIs Sell Record $18.3B, Rupee Hits 91 in 2025
Foreign investors have sold a record $18.3B in Indian stocks in 2025, pushing the rupee to an all-time low of 91. Explore the top 10 FIIs and their biggest holdings. Read the full analysis.
India's Worst Market Performance in 30 Years: Jefferies
Indian equities have posted their worst relative performance among emerging markets in three decades in 2025, driven by slowing earnings and a weak rupee. Get the full analysis.
Analyst Calls: Maruti, JSW Energy, Amber, TBO Tek, Lenskart
Citigroup hikes Maruti target to Rs 19,000; CLSA upgrades JSW Energy. Nuvama bullish on Amber, Jefferies raises TBO Tek target. Morgan Stanley initiates Lenskart coverage. Key stock market insights.
Brokerage Calls: PB Fintech, Chalet Hotels, Hindalco, ITC
Key brokerage updates on Indian stocks: BofA neutral on Policybazar, Jefferies buys Chalet Hotels, CLSA bullish on Hindalco, Citi upgrades HDFC AM, Macquarie sees upside in ITC. Read for target prices and analysis.
Lenskart Stock Surges 5% on Jefferies' Buy Rating
Lenskart Solutions' share price surged over 5% after robust Q2 results and a 'Buy' initiation from Jefferies with a ₹500 target. Net profit rose 19.7% YoY. Read more.
Jefferies Initiates Lenskart Coverage with Buy Rating
Jefferies starts Lenskart coverage with buy rating, Rs 500 target. M&M launches XEV 9S SUV at Rs 19.95 lakh. JP Morgan overweight on LIC. Latest broker actions revealed.
CAT 2025 Slot 1: Tougher Paper with Tricky DILR Section
CAT 2025 Slot 1 analysis reveals a trickier paper than last year, especially in DILR section. Get expert insights on VARC, QA sections and expected attempts for good percentile.
RIL Shares Touch New Peak, Jefferies Maintains Buy Rating
Reliance Industries shares surged to Rs 1,580.90, a new 52-week high, after Jefferies reaffirmed Buy rating with Rs 1,785 target. Discover growth drivers behind this rally.
Lenskart stock up 5% ahead of first post-IPO earnings
Lenskart shares surged 5% as Jefferies initiated coverage with a 'buy' rating. All eyes are on the Q2 results, a crucial test for the company's premium valuation. Key metrics to watch include revenue growth and EBITDA margins.
Lenskart stock surges 4% on Jefferies 'Buy' call
Lenskart share price rallied nearly 4% after Jefferies initiated coverage with a 'Buy' rating and ₹500 target, citing 23% upside potential and strong growth prospects in India's eyewear market.
SEC investigates Jefferies over First Brands exposure
US SEC investigates Jefferies' disclosure practices regarding $715M First Brands exposure in Point Bonita fund. Get latest updates on the regulatory probe.
Brokerages Bullish on Indian Stocks: LG, RIL, HDFC Bank
Leading brokerages Jefferies, JP Morgan, Citigroup issue buy ratings for Indian companies. LG Electronics India gets Rs 1,900 target, RIL upgraded to Rs 1,727. Investment insights for 2026.
Jefferies: India Inc's Worst Over, Cement & Telecom Lead
Jefferies forecasts a strong rebound for India Inc, with Cement and Telecom sectors set to be the fastest-growing performers by FY27. Discover the key drivers.
WeWork India: Brokerages See 50% Stock Growth
Jefferies and ICICI Securities project up to 50% upside for WeWork India stock post-IPO. Strong demand for flexible workspaces drives bullish outlook. Read analysis.
India's FY27 Earnings: Cement, Telecom Lead 16% Growth
Jefferies predicts India's corporate earnings recovery with 16% FY27 growth. Cement and telecom sectors lead with 34% and 25% profit surges. Discover key investment sectors.
WeWork India surges 8% on Jefferies Buy rating
WeWork India shares jumped nearly 8% after Jefferies initiated coverage with Buy rating and ₹790 price target. The brokerage sees 29% upside potential in flexible workspace leader.
India's Stock Market: A 'Relative-Return Disaster' in 2025
Christopher Wood of Jefferies warns Indian equities have become a 'relative-return disaster' in 2025, underperforming EM index by 27 percentage points. Discover key risks and the real estate bright spot.
Rupee Bottomed Out After Worst EM Performance: Jefferies
Indian rupee shows signs of recovery after hitting record low, becoming worst-performing emerging market currency in early 2025, Jefferies report reveals.
Gold May Fall 15% - Jefferies Expert Sees Buying Chance
Jefferies strategist Chris Wood reveals why a potential 15% gold price decline could create the ultimate buying window for Indian investors. Discover the market dynamics behind this bold prediction.
Jio's $180B Valuation Forecast by Jefferies
Reliance Jio is set for explosive growth according to Jefferies analysis, forecasting 18% revenue CAGR and potential $180 billion valuation by FY28 through market dominance and digital expansion.
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