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Weak Monsoon Deepens Worries Over Kharif Sowing, Reservoir Levels And Food Inflation: Emkay
According to Emkay, total Kharif sowing area stood at 18 million hectares as of June 26, down 23% from the same period last year.
Adani Ports hits new life-time high; Emkay lifts target price by 5%
Analysts at Emkay believe that MSC's stake buy in Adani Vizhinjam Port improves Adani Ports revenue visibility, can aid the volume trajectory and positions it to capture transshipment opportunities.
Real estate, capital goods remain recovery bets despite market volatility: Emkay Global
Seshadri Sen, Head of Research & Strategist at Emkay Global Financial Services says India could face short-term market pain if crude oil sustains at $105-110 per barrel, with the risk of a ₹10/litre fuel price hike impacting inflation and discretionary consumption. The strategist remains optimistic on a medium-term “peace trade” with oil potentially cooling to $80, while selectively favouring sectors like real estate, capital goods and recovery plays linked to a post-war normalisation scenario.
Emkay maintains Nifty 50 target at 29,000; check top picks and portfolio changes
Emkay's exposure to the “post-war oil price weakness” theme remains at 25%. Larsen & Toubro is its biggest individual holding at 7% of the portfolio. Other key picks under the theme include HPCL at 5%, Tata Motors CV business at 5%, Maruti Suzuki at 4%, and Delhivery at 4%.
JSW Steel sets board meeting date to consider fundraising proposal, dividend payout
Emkay Global, meanwhile, stated that it expects JSW Steel to report Q4 consolidated EBITDA of ₹8,420 crore (up 29.6% QoQ and 32% YoY), driven by higher realisations.
Manish Sonthalia flags 12–13% earnings reset as global shock clouds FY27 outlook
Manish Sonthalia, CIO of Emkay Investment Managers highlights opportunities in financials, defence, power and IT, while advising caution on travel and real estate amid cost pressures.
Buy Aditya Birla Real Estate; target of Rs 1750: Emkay Global Financial
Emkay Global Financial is bullish on Aditya Birla Real Estate has recommended buy rating on the stock with a target price of Rs 1750 in its research report dated April 09, 2026.
Buy eClerx Services; target of Rs 1800: Emkay Global Financial
Emkay Global Financial is bullish on eClerx Services has recommended buy rating on the stock with a target price of Rs 1800 in its research report dated May 15, 2026.
Buy Delhivery; target of Rs 500: Emkay Global Financial
Emkay Global Financial is bullish on Delhivery has recommended buy rating on the stock with a target price of Rs 500 in its research report dated March 07, 2026.
Buy InterGlobe Aviation; target of Rs 5200: Emkay Global Financial
Emkay Global Financial is bullish on InterGlobe Aviation has recommended buy rating on the stock with a target price of Rs 5200 in its research report dated Jun 09, 2026.