Global brokerage firms Morgan Stanley and Nomura have issued a note on India’s economy following the release of the First Advance Estimates, offering a cautiously optimistic outlook on the country’s fiscal health going forward.
Morgan Stanley slashes price targets for India’s top internet stocks, citing slowing growth, rising competition, and margin pressures. Find out what this means for investors.
Macquarie cuts earnings estimates and target prices for Indian QSR stocks due to slower-than-expected demand recovery, with delivery outperforming dine-in and a meaningful recovery expected only in the second half of 2026.
The Indian consumer staples sector is showing signs of gradual recovery, driven by lower prices and higher grammage in low-unit packs. Citi expects a sequential improvement in growth momentum in the third quarter.
Bank of America maintains a constructive view on the banking sector, with HDFC Bank and ICICI Bank remaining top picks despite rate cut risks.
UPL shares are in focus after HSBC hikes target price, citing favourable long-term growth outlook for Advanta Seeds. Get the latest updates on the Indian stock market and investing opportunities.
India’s pharmaceutical sector is expected to face challenges in the first half of 2026, but a recovery is anticipated in the second half driven by domestic demand and new launches.
The FMCG sector is expected to witness a significant recovery in Q3 FY26, driven by festive momentum and improving rural sentiment. HUL, ITC, and Varun Beverages are likely to be the top performers.
Get the latest updates on Oil India and the oil and gas sector, including Q3 results, stock performance, and expert analysis.
Get the latest updates on IREDA’s Q3FY26 earnings schedule, share price history, and other key details that Indian investors and traders need to know.