Search For "jefferies"
Reliance Jio registers strong subscriber growth in November 2025, maintain
Updated : 2 months, 1 week ago IST
Reliance Jio registered strong subscriber growth and maintained its leadership in the broadband segment during November 2025, according to reports from leading brokerages analyzing the latest Telecom Regulatory Authority of India (TRAI) data.
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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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Jefferies shifts weightage from China and Indonesia to India and Taiwan
Updated : 2 months, 2 weeks ago IST
Global investment bank Jefferies has increased its allocation to India and Taiwan in its Asia Pacific ex-Japan relative-return portfolio, while trimming exposure to China and Indonesia, citing evolving macroeconomic conditions and relative growth prospects across the region.
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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, 3 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 calls Paytm its 'preferred pick' in fintech, raises target price
Updated : 4 months ago IST
The firm said it was encouraged by "healthy core growth" and "rising option value across wealth, lending and international segments," adding that Paytm remains its "preferred pick among fintechs."
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GREED & fear: Jefferies sees room to accumulate gold if prices correct
Updated : 4 months ago IST
Christopher Wood, Jefferies' Global Head of Equity Strategy, has indicated that accumulating gold would be a good idea if the prices tend to taper a bit, with the rationale that the bullion's 200-day moving average is currently about 23 per cent below the peak.
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India's data centre capacity set to grow 5x to 8GW by 2030: Jefferies
Updated : 4 months ago IST
India's data centre capacity is expected to expand fivefold to 8GW by 2030, propelled by rising data consumption, growing cloud adoption, regulatory data localisation requirements, and increasing deployment of artificial intelligence (AI), according to the sectoral update by Jefferies.
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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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Jefferies sees Reliance Jio poised for strong growth; forecasts 18% revenu
Updated : 4 months 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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