Search For "jefferies report"
Investor concerns over AI Capex returns may grow as Big Tech market leader
Updated : 4 weeks, 1 day ago IST
The trend of investors questioning returns from artificial intelligence (AI) capital expenditure is expected to grow in the coming quarters as the market leadership of Big Tech in the US stock market shows signs of breaking down, according to a report by Jefferies.
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FY27 Budget balances fiscal consolidation with growth push: Jefferies
Updated : 1 month, 1 week ago IST
The Union Budget for FY27 has adopted a calibrated approach to fiscal consolidation while prioritising higher government spending and sector-specific incentives, according to a report by Jefferies.
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India-EU FTA may face hurdles from non-tariff barriers like CBAM: Jefferie
Updated : 1 month, 3 weeks ago IST
While India and the European Union move closer to finalising a long-pending Free Trade Agreement (FTA), concerns remain for India on non-tariff barriers, particularly the upcoming Carbon Border Adjustment Mechanism (CBAM), highlighted Jefferies in its latest report on the India-EU trade deal
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Jefferies forecasts recovery in power demand to drive sector upside by 202
Updated : 2 months, 1 week ago IST
India's power sector faces a critical juncture as demand is set to recover in 2026 to reverse a period of underperformance driven by weak consumption trends. According to a recent report by Jefferies, the sector saw subdued activity throughout 2025, with power demand remaining flat year-on-y
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Indian markets recorded worst relative performance in 30 years among emerg
Updated : 2 months, 3 weeks ago IST
The domestic stock markets have recorded their worst relative performance in nearly three decades in the emerging market space so far in 2025, according to a report by global brokerage firm Jefferies.
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Putin's India visit signals New Delhi's continued non-alignment: Jefferies
Updated : 3 months ago IST
Russian President Vladimir Putin's recent state visit to India was an indication that the Indian government under Prime Minister Narendra Modi sent its message of non-alignment even as the Russia-Ukraine conflict continues, Christopher Wood, Jefferies' Global Head of Equity Strategy, has not
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Nvidia results signal strong AI spending, but questions on returns grow: J
Updated : 3 months, 3 weeks ago IST
Nvidia's latest results confirm that spending on artificial intelligence (AI) remains strong, underlining continued confidence in the technology's growth potential.
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Indian Rupee bottomed out after being worst EM performer in 2025: Jefferie
Updated : 3 months, 4 weeks ago IST
India's currency rupee, may finally have bottomed out after a persistent weakness, according to Jefferies. In its latest GREED & fear report, the global financial services firm highlighted a "growing likelihood that the rupee has bottomed" following its months-long depreciation.
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Jefferies sees Reliance Jio poised for strong growth; forecasts 18% revenu
Updated : 4 months, 1 week ago IST
Reliance Jio is well-positioned to deliver strong growth over the next few years, supported by rising telecom tariffs and rapid expansion in its home broadband segment, particularly through Fixed Wireless Access (FWA), according to a report by Jefferies.
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Jefferies sees any sharp correction in Gold as buying opportunity
Updated : 5 months ago IST
Investors should view any sharp correction in gold prices as an opportunity to accumulate, according to the latest report by Jefferies.
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Mutual Fund inflows preventing Indian market collapse, stocks likely to tr
Updated : 5 months, 1 week ago IST
India's stock markets are being supported largely by consistent mutual fund investments, which are preventing a deeper fall despite heavy outflows, according to a report by Jefferies.
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Gold may surge to record USD 6,600/oz, says Jefferies, comparing historica
Updated : 5 months, 1 week ago IST
Gold prices could rise significantly higher to a record high of USD 6,600 per ounce if the ongoing bull run continues, according to a report by Jefferies.
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