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Jefferies India Equity Strategy

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GST rejig, S&P upgrade may not bring FIIs to Indian equities quickly

Recent developments — proposed changes to the goods and services tax (GST) rates and S&P Global Ratings’ upgrade of India’s long-term sovereign credit rating to BBB, with a stable outlook,......

'Patience On The Markets Will Be Rewarded'

'If nominal growth improves and earnings pick up, Indian stock markets could see a rally next year.' Illustration: Dominic Xavier/Rediff Indian equity markets have been stuck in a range for the......

Axis Bank, L&T, Thermax: Chris Wood rejigs India equity portfolio

Christopher Wood, global head of equity strategy at Jefferies has rejigged his equity portfolios. Illustration: Uttam Ghosh/Rediff.com In his Asia ex-Japan long-only portfolio, he has added Axis......

Goldilocks position for Indian equities is getting questioned: Jefferies

Rising crude oil prices, traction in China equities and inflation concerns back home are casting a shadow on the Indian equity markets in the short term, believe analysts at Jefferies.......

GST rejig: Consumer stocks are top investment pick

The proposed reforms in goods and services tax (GST) announced by the government last week, coupled with the Eighth Pay Commission dole-out, is likely to push consumption-driven stocks — such as......

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