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FMCG margins under pressure as crude rises, price hikes likely: Nuvama
Nuvama Institutional Equities' Executive Director Abneesh Roy says crude-led inflation in paints, edible oils, detergents and snacks, could force FMCG firms to raise prices by 2–3% in the June quarter. Packaging costs also remain a key pressure point. While near-term margins may tighten, strong wheat output and easing copra support companies like Nestle, Britannia and Marico.
Private banks may outperform PSUs after rally; ICICI Bank, Kotak among top picks: Digant Haria
Private sector banks could outperform PSU banks after a strong rally in public lenders, according to Digant Haria of GreenEdge Wealth Services. He said PSU banks benefited from improving asset quality and growth cycles, but valuations now favour private lenders. Haria prefers large private banks such as ICICI Bank, Kotak Mahindra Bank and Axis Bank. He also sees opportunities in microfinance firms and gold loan companies like Muthoot Finance and IIFL Finance. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Colgate-Palmolive shares fall 7%, most in nine months — Here are some key concerns and triggers
ICICI Securities has the lowest price target of ₹1,800 per share on Colgate-Palmolive, implying a potential downside of 18%, while Nuvama has the highest price target of ₹2,740 per share, indicating an upside potential of 24.6%.
Nuvama sees 37% upside in this healthcare stock. Should you buy?
Park Medi World is set to benefit from India's hospital bed shortage and growth in Tier II markets. Nuvama initiated coverage with a 'Buy' rating and a target price of ₹280, projecting a 37% upside. The company aims to expand bed capacity significantly by FY28.
Nuvama Share Price In Focus As Healthcare Sector Expansion Gains Attention | Stock Market Today - Samco
Nuvama Share Price In Focus As Healthcare Sector Expansion Gains Attention | Stock Market TodaySamco
Stock Market News: Shares of THIS company in focus after BUY call from brokerage Nuvama, Check key details - India.Com
Stock Market News: Shares of THIS company in focus after BUY call from brokerage Nuvama, Check key detailsIndia.Com
TCS sees $100-billion market value erosion since 2021. What lies ahead?
Nearly $100 billion has been wiped off TCS’ market value from its 2021 peak amid fears of AI-led disruption that have dragged down the broader IT pack. However, brokerage Nuvama believes the selloff is overdone, saying Gen AI poses no existential threat to the sector and could eventually expand the industry’s opportunity, prompting it to upgrade all top 10 IT stocks to ‘Buy’.
Capital market stocks shine in FY26; MCX India tops chart with 143% rally
India’s capital markets stocks delivered strong gains in FY26, with the Nifty Capital Markets Index rising 35%, making it the second-best performing sector after PSU banks. Multi Commodity Exchange of India led the rally with a 143% surge, while brokerages, exchanges, and wealth management firms benefited from rising investor participation.
Reports of my death are greatly exaggerated! Why Nuvama is screaming buy on all top 10 IT stocks
Nuvama says fears that Gen-AI will cripple India’s IT services model are overblown, invoking Mark Twain’s line that “reports of my death are greatly exaggerated.” After a sharp AI-driven selloff that pushed valuations to multi-year lows, the brokerage has upgraded all top 10 IT stocks to “BUY,” arguing the sector is poised for a comeback as AI services demand accelerates.
IT stocks in focus after Oracle’s strong results; Nuvama says valuations now attractive after correction
Indian IT stocks may remain in focus after Oracle reported stronger than expected quarterly results and raised its revenue outlook. Nuvama said the recent 20% correction in Indian IT stocks amid concerns over AI disruption has made valuations attractive, though near term volatility may continue as the industry adapts to Gen AI.
The 'Death' Of Indian IT Is Highly Exaggerated—And Nuvama Says It's Time To Buy 'Everything'
Nuvama dismisses AI doom, issuing buy calls on top Indian IT stocks like Coforge and Infosys, citing massive upside after a sharp sector-wide price correction.
'Reports of my death are greatly exaggerated'; Nuvama says top 10 IT services stocks are a 'buy'
Nuvama's note stated that although the sector will continue to experience near-term volatility, it remains positive on its prospects for the medium-to-long-term.