The growth of the Indian automobile sector will stay in single digits in the fiscal year 2026 (FY26) at 8 per cent, said Jefferies in its latest report on the sector.
American multinational investment bank and financial services company, Jefferies has raised concerns on the shifting global economic power balance and diminishing financial leverage of the United States under President Donald Trump mainly because of the ongoing tariff policy issues.
India's port sector, especially the container volume, is likely to be impacted significantly by the US tariff and the potential global growth slowdown, according to a report by Jefferies.
US tariff uncertainties will impact manufacturing, logistics and retail verticals the most, given their reliance on global supply chains, according to a report by Jefferies.
J.P. Morgan has predicted that the United States economy will likely fall into a recession this year, largely due to the impact of new tariffs announced by President Donald Trump.
The possible trade agreement between India and the United States could include key sectors such as agriculture, automobiles, and pharmaceuticals, says a report by Jefferies.
India's semiconductor industry is growing but faces significant challenges such as an underdeveloped supply chain, a shortage of specialized manufacturing talent, global competition, and rapidly evolving technology, according to a report by Jefferies.
The US Federal Reserve is likely to ease monetary policy rates by June, Jefferies said in its latest 'Greed and Fear' report, with a rider that though the rate cut could be earlier if the data and market action are bad enough.
The demand for real estate investment trust (REIT) in India is rising by a combination of factors -- strong hiring by Global Capability Centres (GCCs) alongside increasing return-to-office mandates said a report by Jefferies.
Favourable government policies, growing demand, low-cost production capabilities, and strategic linkages with the Western nations have led India to develop itself as a semiconductor hub, according to a recent report by Jefferies.
With stabilizing asset quality, improving liquidity, and emerging rate tailwinds, the sector is poised for steady growth. The overall macroeconomic environment is improving with increased government spending and RBI's measures to ease liquidity constraints.
India's electronics sector has experienced rapid growth in recent years, with production increasing at a compound annual growth rate (CAGR) of 15 per cent from FY16 to FY24, reaching USD 115 billion.