Search For "emkay"
Trade deal alone not enough as global trade reorders, structural factors k
Updated : 3 months, 3 weeks ago IST
As global trade undergoes a fresh reordering amid renewed tariff tensions, India will need much more than trade deals to secure long-term gains, according to a report by Emkay Research.
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Bearish bond cycle to persist through FY26; 10-year yield seen at 6.55-6.7
Updated : 5 months ago IST
The bearish cycle in India's bond market is likely to continue through the rest of FY26, with the benchmark 10-year government bond yield expected to hover in the 6.55-6.70 per cent range, according to a report by Emkay Research.
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Gold imports drive India's CAD to 1.3% in Q2 FY26: Analysts
Updated : 5 months, 3 weeks ago IST
According to assessments by Crisil, ICICI Bank Research and Emkay Global, the merchandise deficit expanded as gold imports surged nearly 150% quarter-on-quarter, touching USD 19 billion in Q2, while goods exports declined on a sequential basis following the rollout of higher US tariffs on In
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RBI need to infuse Rs 2 trillion in FY26 to maintain comfortable liquidity
Updated : 5 months, 3 weeks ago IST
Analysts attribute the tightening to a combination of seasonal currency leakage, muted government spending, tax outflows, and most notably, heavy unsterilized foreign exchange intervention by the RBI.
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Emkay Global says Paytm's strong execution beats market expectations, rais
Updated : 6 months, 1 week ago IST
Brokerage firm Emkay Global has said that Noida-based Paytm has delivered strong earnings, with profitability and revenues surpassing Street estimates.
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Brokerages reaffirm bullish outlook on Paytm; cite profitability momentum,
Updated : 6 months, 2 weeks 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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Domestic 2W growth seen stagnating as electric two-wheelers set for 13-15x
Updated : 7 months, 1 week ago IST
India's domestic two-wheeler (2W) market is heading towards a structural stagnation even as electric two-wheelers (E-2Ws) accelerate on a secular growth path, noted a research report by Emkay Global Financial Services.
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General govt capex-to-GDP likely to stay around 5% in FY26, lower than FY2
Updated : 7 months, 1 week ago IST
The general government capital expenditure (capex) as a share of GDP in FY26 is likely to remain around 5 per cent, which is lower than 5.1 per cent in FY25P and much below the FY24 peak of 5.4 per cent, according to a report by Emkay Research.
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Last 20 years' data shows states spending increases post elections due to
Updated : 7 months, 3 weeks ago IST
The last two decades have shown that states' spending usually picks up after elections, with revenue expenditure turning out to be the most prominent driver, according to a report by Emkay Research.
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H1B visa fee hike may slow India's IT exports growth to below 4%: Report
Updated : 7 months, 3 weeks ago IST
Growth in India's IT services exports could slow to below 4 per cent due to fresh risks from the sharp hike in H-1B visa fees, according to a report by Emkay.
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Green hydrogen costs declined, may reduce further with GST cuts but USD 1-
Updated : 7 months, 3 weeks ago IST
The cost of producing green hydrogen in India is coming down, but the target of USD 1-2 per kg still looks far, according to a report by Emkay Securities.
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Textile sector needs incentive cushion as 50% US tariffs too steep to abso
Updated : 7 months, 3 weeks ago IST
The textile industry in India urgently requires an incentive cushion as the recently imposed 50 per cent tariffs by the United States are too steep for exporters to absorb, according to a recent report by Emkay Research.
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