Search For "jefferies"
West Asia crisis could raise energy risks for India but domestic flows, gr
Updated : 1 week ago IST
Escalating tensions in West Asia, particularly around Iran and the Strait of Hormuz, could pose near-term risks to global markets through higher energy prices, though India's underlying economic momentum remains relatively resilient, according to a report by Jefferies.
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Commerce Minister Piyush Goyal holds talks with IBM CEO Arvind Krishna, Je
Updated : 2 weeks, 3 days ago IST
"Held a constructive meeting with Arvind Krishna, CEO of IBM. We discussed the company's expanding footprint in India, with a strong focus on advancing AI skilling initiatives to equip our talent with future-ready capabilities. Encouraging to see global technology leaders contributing mea
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AI to redefine IT business models, Jefferies flags structural risks and sl
Updated : 2 weeks, 4 days ago IST
Jefferies in its latest report has revised downward its earnings estimates for the IT sector, citing structural changes driven by artificial intelligence (AI), which may significantly alter the traditional business mix of IT companies.
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Infosys-Anthropic tie-up signals new AI upside for Indian IT sector: Jeffe
Updated : 3 weeks ago IST
India's information technology (IT) sector, long perceived as a potential casualty of the artificial intelligence disruption, may instead be emerging as a structural beneficiary of the AI transition, according to a recent report by Jefferies.
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Investor concerns over AI Capex returns may grow as Big Tech market leader
Updated : 4 weeks 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 to level textile playing field with Bangladesh, Pakistan as t
Updated : 1 month, 2 weeks ago IST
The agreement is expected to provide a major boost to India's textile and apparel sector, which currently faces tariffs of up to 12% in the EU, compared with zero duties for competitors such as Pakistan, Bangladesh and Turkey. Similar benefits are expected for exports of chemicals, leather p
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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' Greed & Fear removes Bitcoin allocation over quantum computing
Updated : 1 month, 3 weeks ago IST
In its latest Greed & Fear report, Jefferies' global equity strategist Christopher Wood has announced that the strategy will remove its entire 10 per cent allocation to Bitcoin this week, citing long-term concerns linked to the rise of quantum computing.
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AI investment collapse could make US economy vulnerable: Jefferies
Updated : 2 months ago IST
A sudden collapse in artificial intelligence (AI) investment could make the United States economy vulnerable, as AI-related capital expenditure has emerged as a key driver of economic growth in recent years, highlighted a report by Jefferies.
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India to benefit from AI through services and efficiency, not hardware: Je
Updated : 2 months ago IST
India is emerging as a key beneficiary of the global artificial intelligence (AI) investment cycle, but in a manner distinct from hardware and semiconductor led markets, according to a recent outlook by Jefferies.
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India equities see weakest relative Asia performance since 1995: yet remai
Updated : 2 months, 1 week ago IST
India's equity market recorded its worst relative performance in an Asian context since 1995 in 2025, weighing heavily on regional portfolios with high India exposure, according to the latest GREED & fear report by global brokerage Jefferies.
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