The sell-off in Indian stocks is primarily technical in nature and reflects multiple compressions rather than any drastic macro issue, according to a recent report of 'Greed & Fear' by Jefferies.
While concerns remain over the moderation in public investment, Jefferies underscored that India's economic trajectory now depends on the private sector's willingness to step up and drive capital spending, ensuring sustained economic growth.
The government continues the push for the solar sector in the FY26 Budget, with a year-on-year (YoY) rise of over 60 per cent to Rs 242 billion (24,200 cr), according to a report by Jefferies.
Union Budget raising the income tax exemption limit to Rs 12 lakh is expected to give a big boost to the demand of 2-wheelers (2Ws) and passenger vehicles (PVs) according to a report by the global brokerage firm Jefferies.
Adani Power Ltd (APL), India's second-largest thermal power generation company after NTPC, is set to increase its power generation capacity significantly.
The smaller variants of DeepSeek's open-source large language model (LLM) will be more advantageous for smartphones, as AI has gained no traction with consumers so far, Jefferies, the investment banking and capital markets firm highlighted in its latest report.
The Reserve Bank of India (RBI) may relax the Liquidity Coverage Ratio or LCR norms to inject additional liquidity into the banking system according to a report by Jefferies.
Stock exchanges in India are likely to experience margin expansion as a result of the new futures and options (F&O) measures implemented by the Securities and Exchange Board of India (SEBI), according to an analysis by Jefferies.
India's plastic pipe industry has immense growth potential due to its lower per-capita pipe consumption compared to the global average, according to a recent report by Jefferies.
The loan growth of Non-Banking Financial Companies (NBFCs) and Housing Finance Companies (HFCs) (excluding IFCs) will moderate to 17 per cent in FY25, down from 21 per cent in FY24, says a report by Jefferies.