May 07, 2014
*UBS downgrades Infosys, cuts target; stock under pressure *Kora says good time for investing in India; suggests buys *Massive value opportunity for investors in India: PRUMF *China’s Alibaba files in US for what maybe biggest tech IPO *Rolls-Royce to sell energy gas turbine, compressor business to Siemens *BlackBerry to sell its Canadian real estate for […]
May 06, 2014
*No mania yet in US equities, but Fed may allow bubble: GMO *China may take stimulus steps if slowdown persists: CMR *HDFC Q4 NII below estimates, net up 11%; margins improve *Canara Bank falls 3% post Q4, brokerages not impressed *Vijaya Bank Q4 profit down 39% at Rs 136 cr *Genpact Q1 net up 8.3% […]
May 05, 2014
*BJP should allow black money amnesty, can raise $30bn: Jefferies *India will outperform peers; bet on cyclicals: JPM AMC *See FY15 GDP at 6%; fiscal deficit at 4.5%: DB *Stay cautious; hold adequate cash until May 16: Dipan M *Bill Gates on track to own no Microsoft stock in four years *Nokia launches $100 million […]
May 02, 2014
*Bullish on India, its problems lesser than China: JPM *Bullish on equities, won’t sell and go away in May: Nomura *Not worried about upstream cos’ subsidy burden: Religare *Economic growth of 6% in FY15 is possible: Chidambaram *Hoard cash till poll results; bullish ABB, Siemens: Ambit *Brace for sharp moves in India VIX May 13 […]
May 01, 2014
May 1 •CH (official), UK PMI & US ISM manufacturing readings awaited May 2 •IN, EZ & SZ manufacturing readings awaited •US: April nonfarm payrolls print expected at 215K, prior 192K May 5 •China HSBC manufacturing PMI would be closely tracked May 6 •RBA policy decision awaited May 8 •BoE and ECB policy decisions would […]
April 30, 2014
*MOODY’S: WEAK COALITION MAY WEAKEN RUPEE, DELAY ECO. RECOVERY *MOODY’S: INDIA’S LOW FOREIGN LOANS LIMIT RISKS OF LOWER INFLOWS *Mkts shouldn’t hold on every word from Fed; like India: JPM *Nifty to hit 7400 by year-end; like private banks, telcos: BNP *Hope to see markets rise by another 8% by year-end: Jim Walker *Mkt to […]
April 28, 2014
*Poor monsoon will be first big challenge for new govt: CLSA *FII inflows into India unlikely to pickup in next few weeks: Quant *Apollo Hospitals a buy, stock can double in 3 yrs: Merrill *Bullish on mkt on 5 year basis; buy IT, pharma: Raamdeo *See GDP growth at 5.6% in FY15, maintains India Ratings […]
April 28, 2014
*Poor monsoon will be first big challenge for new govt: CLSA *FII inflows into India unlikely to pickup in next few weeks: Quant *Apollo Hospitals a buy, stock can double in 3 yrs: Merrill *Bullish on mkt on 5 year basis; buy IT, pharma: Raamdeo *See GDP growth at 5.6% in FY15, maintains India Ratings […]
April 22, 2014
*Nifty may hit 7400-7500 soon; banks, oil & gas to lead: JM Fin *Expect mkt sell-off over next couple of weeks: Dipan Mehta *Fund flows into EMs likely to continue: Mark Matthews *Japan overhauls its public pension fund, the world’s biggest *Emirates India International Exchange ties up with Xpress Money *M&A talk lifts European shares, […]
April 21, 2014
*Super bullish Samir Arora sees 10-15% mkt upmove by May-end *Break above 6828 could lift Nifty to 6910 in 4-5 days: Shah *VMware appoints ex-Red Hat official as India MD *Sahara now says will pay Rs 3,000 cr within 3 days of Roy’s release *Cadbury India changes name to Mondelez India Foods Ltd *Delhi Daredevils […]
