Search For "bernstein"
India's power demand may see strong 2nd half, Bernstein raises FY27 growth
Updated : 1 week, 2 days ago IST
India's power demand could see a stronger trajectory in the second half of the year, with improved weather conditions and structural demand drivers supporting the sector, according to a report by Bernstein.
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Israel-Iran escalation may rattle Indian markets; oil spike biggest risk:
Updated : 1 week, 4 days ago IST
The escalation of the Israel-Iran conflict, marked by the reported killing of Iran's Supreme Leader Khamenei, is set to impact Indian equity markets through trade flow disruptions and a spike in crude oil prices.
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2026 brings no new tailwinds: Bernstein cuts India 2026 equity outlook to
Updated : 2 months ago IST
According to Bernstein, 2026 brings no new tailwinds to Indian equity markets. By definition, a Neutral rating means that returns on investments are likely in line with broader market returns.
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Nifty 50 likely to deliver modest 7.6% returns by end-2026 as valuations r
Updated : 2 months ago IST
The Nifty 50 index is expected to deliver only around 7.6 per cent returns by the end of 2026 as India enters the year as one of the most expensive equity markets globally, according to a report by Bernstein.
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India's power sector to see recovery without demand surge in FY27: Bernste
Updated : 2 months ago IST
India's power sector is expected to see a year of recovery without a sharp rebound in demand, according to a report on India Power Outlook 2026 by Bernstein.
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Bernstein upbeat on Paytm as company reports strong improvement in the Sep
Updated : 3 months, 3 weeks ago IST
The digital payments and financial technology company, Paytm's business showed strong improvement in the September quarter (2Q26), with better margins, higher loan distribution, and tight cost control helping the company outperform market expectations, according to a recent report by Bernste
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NPCI set to shake up card usages; fintech companies stand to gain: Bernste
Updated : 3 months, 3 weeks ago IST
India's homegrown payments body, the National Payments Corporation of India (NPCI), is now gearing up for a fresh wave of disruption in the country's credit landscape, after having already transformed debit payments through UPI. According to a research report by Bernstein, "NPCI has already
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Quick Commerce to lead metros, modern trade to flourish in next 400 cities
Updated : 4 months ago IST
India's internet economy is entering a new phase of growth with evolving dynamics across city tiers, according to a Bernstein Research report.
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Quick commerce to stay competitive, food delivery remains profit engine: B
Updated : 4 months ago IST
Quick commerce in India is expected to remain intensely competitive in the coming years, while the food delivery segment will continue to serve as the main profit engine for online platforms, noted a report by Bernstein Research.
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Brokerages reaffirm bullish outlook on Paytm; cite profitability momentum,
Updated : 4 months ago IST
Major brokerages, including Bernstein, Jefferies, JM Financial, Mirae Asset Capital Markets, Emkay Global, and YES Securities, have reiterated their positive stance on One 97 Communications Ltd (Paytm) following its Q2FY26 results.
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New GST on food delivery fees may impact aggregators, but Quick Service Re
Updated : 5 months, 1 week ago IST
The recent changes in Goods and Services Tax (GST) rules for the food services sector are expected to have a mixed impact, with food delivery platforms facing higher costs while Quick Service Restaurants (QSRs) stand to benefit from tax reductions, according to a report by Bernstein.
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Bernstein cautions Indian digital creators on possible re-entry of Chinese
Updated : 5 months, 1 week ago IST
Chinese tech giants could gain renewed access to Indian consumers, as signs of an improvement in India-China relations have been observed by global financial services firm Bernstein.
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