2025-04-11Ravi Mehta
Tata Consultancy Services (TCS) recently announced its Q4 FY25 earnings. While the company posted strong deal wins, the quarter saw some misses, especially in margins and revenue growth. Here’s a roundup of what leading brokerages are saying about TCS post its Q4 results.
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2025-04-09Niranjan Ghatule
Jefferies has revised its ratings and price targets for key Indian IT stocks, upgrading Infosys, Coforge, and Sagility to 'Buy' while downgrading HCLTech and TCS to 'Hold'. This article analyzes the brokerage's latest recommendations, explores the potential upsides and downsides, and provides insights into which IT companies may offer strong investment opportunities in the current environment
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2025-04-08Niranjan Ghatule
In March 2025, Quant Small Cap Fund displayed an aggressive reshuffling of its portfolio, indicating a decisive shift in strategy with a strong bias towards adding new positions and trimming or exiting older ones. According to the latest data, the fund made fresh entries into several small-cap names while cutting stakes in large and mid-cap players.
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2025-04-08Niranjan Ghatule
According to Morgan Stanley’s Q1CY25 CIO survey, Indian IT continues to show resilience as expectations for IT budget growth in 2025 remain stable. Key sectors like Business Services, Financial, and Energy are projected to lead in IT spending, with AI and ML topping the list of CIO priorities.
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2025-04-08Niranjan Ghatule
This article delves into the latest RBI MPC Poll insights, highlighting expectations of a repo rate cut, the central bank’s current policy stance, and evolving liquidity and inflation dynamics. With expert forecasts, Q4FY25 data updates, and FY26 projections, it explores the macroeconomic backdrop influencing the RBI's policy direction amid global trade uncertainties.
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2025-04-08Niranjan Ghatule
The government has swiftly responded to the recent drop in global crude oil prices by increasing the excise duty on petrol and diesel. While this move boosts government revenue, it also offers relief to oil marketing companies (OMCs) struggling with LPG under-recoveries. Here’s how leading brokerages like CLSA, HSBC, and CITI view the development.
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2025-04-04Niranjan Ghatule
Tata Motors, one of India's leading automobile manufacturers, has received a downgrade from CLSA, with the brokerage firm revising its rating to "Outperform" and slashing the target price from ₹930 to ₹765. The downgrade comes amid concerns over U.S. tariffs and a decline in Jaguar Land Rover (JLR) volumes.
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2025-04-02Niranjan Ghatule
This blog provides insights into Nuvama’s Q4FY25 preview for the Consumer Durables, Electricals, and EMS sectors, focusing on anticipated revenue growth, key stock picks, and industry trends. With projections of steady margin performance and strong demand in segments like cables, wires, and cooling products
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2025-04-02Niranjan Ghatule
Global financial institution Macquarie has released its latest "India Bottom-Up Buy Ideas," highlighting key stocks that could offer substantial returns in different timeframes. This selection is divided into three major categories:
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