StreetInsider.com News Articles

Goldman sees India AI infrastructure stocks up 60% in 2026

Thu, 17 Sep 2026 12:26:43 -0400

Investing.com -- Goldman Sachs identified a group of 42 Indian companies it calls "AI Enablers" that gained approximately 60% in 2026, while the Nifty index fell 12% during the same period.

The investment bank screened 1,800 listed companies and found AI infrastructure-related firms with a combined market capitalization of $670 billion across power, data center and semiconductor segments. These companies represent the best-performing segment in the Indian market by a wide margin this year.

The AI Enablers group includes companies focused on power equipment, data center hardware, semiconductor outsourced assembly and test services, power generation, data center operations and semiconductor materials. The

Goldman sees India AI infrastructure stocks up 60% in 2026

Thu, 17 Sep 2026 12:26:43 -0400

Investing.com -- Goldman Sachs identified a group of 42 Indian companies it calls "AI Enablers" that gained approximately 60% in 2026, while the Nifty index fell 12% during the same period.

Jefferies sees range-bound India markets amid macro headwinds

Fri, 11 Sep 2026 04:27:50 -0400

Investing.com -- Jefferies said Friday that India faces range-bound markets due to macro headwinds including higher US yields and oil prices, though the firm maintains a preference for small and mid-cap growth stocks.

The investment bank noted that while SMID growth strategy performed well in 2026, current conditions favor quality and defensive stocks. The firm said long-term SMID drivers remain intact amid rising return dispersion and alpha generation.

India confronts several challenges, according to the report. AI volatility is subsiding, bringing AI supply chain countries back into focus. Rising US yields expose India to funding stress from a flows perspective. Sustained higher

Jefferies sees range-bound India markets amid macro headwinds

Fri, 11 Sep 2026 04:27:50 -0400

Goldman Sachs sees India facing major liquidity challenge

Fri, 04 Sep 2026 12:19:40 -0400

Investing.com -- India's banking system liquidity has climbed to 3.6% of net demand and time liabilities, or around 10 trillion rupees, after foreign currency non-resident deposits brought in $127 billion, according to Goldman Sachs. The inflows exceeded both market expectations and the bank's own projections.

Most of the funds arrived late in August, pushing the overnight call rate below the repo rate, Goldman Sachs said.

The Reserve Bank of India needs to absorb between 1.5% and 2.5% of NDTL, equal to 4.0 trillion to 6.5 trillion rupees, during the September-December period. The exact amount depends on how much of the short foreign

Morgan Stanley names top stock picks after India earnings season

Wed, 19 Aug 2026 05:46:35 -0400

Investing.com -- Morgan Stanley has identified its preferred stock picks following the first quarter fiscal year 2027 earnings season in India, where revenue growth led to stronger earnings despite margin pressures.

The investment bank said it is overweight on Adani Ports, Divi's Lab, Eternal, Grasim, Hyundai, ICICI Bank, Leela and Titan. Morgan Stanley's underweight recommendations include Bajaj Auto, Cipla, Dabur, Dalmia, Havells, SBI Cards and Wipro.

Companies in Morgan Stanley's coverage universe, excluding public sector undertakings, posted revenue growth of 17%, EBITDA growth of 13% and net profit growth of 15% in the first quarter. These figures exceeded the bank's analysts' expectations

Increasing unusual option volume: INDA DUOT EYPT FN VIST GROY AS

Tue, 18 Aug 2026 09:44:05 -0400

Increasing unusual option volume: INDA DUOT EYPT FN VIST GROY AS

Jefferies reviews India quick commerce discounting in Bangalore

Thu, 13 Aug 2026 06:03:44 -0400

Investing.com -- Jefferies released findings from its August grocery basket comparison across quick commerce platforms in Bangalore, showing that discounting remains a primary customer acquisition tool while overall intensity continues to moderate.

The investment bank's August checks revealed headline discounts ranging from 7% to 20% across platforms. Zepto and Flipkart XtraSaver led with approximately 20% discounts, followed by DMart Ready and Amazon Now. Flipkart Minutes and JioMart offered around 18%, while Blinkit stood at roughly 16%. Swiggy Instamart and Maxxsaver maintained approximately 13%, and BB Now reduced discounting to about 7%.

When including cashback offers, Amazon Now's value proposition improved, while other

Jefferies reviews India quick commerce discounting in Bangalore

Thu, 13 Aug 2026 06:03:44 -0400

When including cashback offers, Amazon Now's value proposition improved, while other

Morgan Stanley notes India equity inflows fell in July

Tue, 11 Aug 2026 06:55:51 -0400

Investing.com -- Equity inflows into Indian funds dropped to Rs274 billion in July from Rs458 billion in June, excluding exchange-traded funds, according to Morgan Stanley.

Systematic Investment Plan inflows reached Rs320 billion in July, up from Rs318 billion in June and approaching record levels. Non-SIP flows turned negative at Rs46 billion of outflows in July compared to Rs9 billion of inflows in June.

ETF inflows totaled Rs110 billion in July, down from Rs132 billion in June.

Equity funds held 3.9% of assets in cash at the end of June, marking the lowest level since October 2020.

In fixed income, short-duration funds attracted Rs1,905 billion

Morgan Stanley reviews Indian June earnings performance

Mon, 10 Aug 2026 04:57:19 -0400

Investing.com -- Morgan Stanley reported that Indian companies showed strong earnings results for June 2026, with most firms beating analyst expectations across multiple sectors.

The firm's coverage of 39 Nifty stocks showed revenue growth of 19%, which was 3 percentage points above estimates. Net profit growth reached 16%, exceeding analyst estimates by 11 percentage points.

For Morgan Stanley's ex-oil public sector undertaking coverage, revenue, EBITDA, and profit after tax grew by 19%, 16%, and 22% year-over-year, respectively. All three metrics surpassed analyst estimates, with aggregate EBITDA margin reaching 20%.

Two-thirds of Morgan Stanley's coverage universe that reported results beat analyst estimates, with relative

BofA expects India's July CPI inflation to hold at 4.4%

Fri, 07 Aug 2026 06:42:13 -0400

Investing.com -- Bank of America expects India's headline inflation to remain flat at around 4.4% year-over-year in July, matching June's rate, according to a report released this week. The month-over-month increase is projected at 0.8%.

The bank said inflation will continue to stay above the 4% target, primarily due to normalizing food prices at 5.2% year-over-year in July and lagged effects from higher fuel prices. The refrigerated food price index for July is expected to rise to 7.5% year-over-year.

Core inflation is likely to stay in check as lower gold prices offset probable increases in restaurants and education services, the bank said.

The

RBI keeps rates unchanged, signals dovish stance on policy

Wed, 05 Aug 2026 05:18:07 -0400

Investing.com -- The Reserve Bank of India kept interest rates unchanged at its policy meeting and maintained a neutral stance, according to a Macquarie analysis released Wednesday.

The central bank revised its GDP growth forecast for fiscal year 2027 upward by 10 basis points to 6.7%. The RBI also lowered its consumer price index projection by 10 basis points to 5.0% compared to its June 2026 policy.

Macquarie described the policy as dovish and said any decision to raise rates will be significantly influenced by external circumstances. The firm does not expect a rate hike in calendar year 2026.

The RBI's stated target

Morgan Stanley sees India's market performance turning positive

Tue, 04 Aug 2026 07:30:39 -0400

Investing.com -- Morgan Stanley said India has the elements needed to maintain its recent market outperformance, with growth improving and valuations remaining reasonable, though continued strength may depend on global market conditions.

The investment bank identified the market's assessment of the growth gap between India and the rest of the world as the main catalyst. This view could shift if global sentiment becomes cautious on artificial intelligence capital expenditures or if India's growth accelerates. The current quarterly earnings season supports the latter scenario, while volatility in the global AI trade suggests the former.

Morgan Stanley expects high frequency indicators to continue showing

Bank of America sees improving India growth indicators in July

Mon, 03 Aug 2026 05:57:54 -0400

Investing.com -- Bank of America reported that India's high frequency growth indicators showed strong momentum in June and July, despite ongoing global uncertainty.

Industrial production rose to 7.3% in June, marking a 23-month high, according to the bank's latest growth meter report. The first quarter of fiscal year 2027 averaged 5.7% growth compared to 3.9% in the fourth quarter of fiscal year 2026.

Manufacturing growth reached 7.8% year-over-year in June, while electricity generation climbed 10.6%. Auto sales for both two-wheelers and four-wheelers maintained solid performance during the period.

Foreign reserves increased to $682 billion in the third week of July, up $13 billion

India's goods trade deficit widens to $30.4bn in June

Tue, 14 Jul 2026 06:49:16 -0400

Investing.com -- India's goods trade deficit expanded to $30.4 billion in June from $28.2 billion in May, driven by a larger non-oil trade deficit, according to Goldman Sachs.

Merchandise exports rose 15.5% year-over-year in June, down from 18.0% growth in May. Merchandise imports climbed 31.0% year-over-year, accelerating from 20.6% growth the previous month.

Overall goods exports fell approximately 2% on a sequential month-over-month seasonally adjusted basis. The decline was led by petroleum products and engineering goods. Engineering goods exports dropped 2.8% month-over-month but remained 21% higher year-over-year.

Exports to the United Arab Emirates and Saudi Arabia declined, likely reflecting continued disruptions to shipping

BofA cuts India GDP forecast on West Asia conflict impact to 6.5% from 7%

Fri, 05 Jun 2026 08:40:16 -0400

Investing.com - Bank of America lowered its India GDP growth forecast for fiscal year 2027 to 6.5% from 7.0% as the West Asia conflict enters its fourth month, the firm said in a research note released today.

India's Q1 2026 GDP grew 7.8% year-over-year, slightly below the previous quarter's 8.0% but above Bank of America's 7.4% estimate. The full fiscal year 2026 GDP growth reached 7.7%, while nominal GDP growth remained subdued at 8.9% with a deflator of 1.2% compared to 9.7% in fiscal 2025. Q3 fiscal 2026 GDP was revised higher to 8.0% from 7.8%.

Manufacturing growth slowed to 7.3% in

India Set For $2 billion Drone Order In Biggest Buy, Industry Body Says - Reuters

Wed, 03 Jun 2026 05:41:44 -0400

India Set For $2 billion Drone Order In Biggest Buy, Industry Body Says - Reuters

Morgan Stanley sees Indian equities poised for strong year ahead

Mon, 01 Jun 2026 12:06:49 -0400

Investing.com -- Morgan Stanley believes Indian equities have reached a bottom and are positioned for significant gains in the year ahead, citing an expected acceleration in earnings growth alongside improving valuations and sentiment.

The investment bank said Indian earnings appear to be entering a new upcycle. The firm noted that near-term risks include potential prolonged conflict in the Middle East and severe drought conditions during the upcoming summer sowing season.

Morgan Stanley expects the earnings growth acceleration to continue for several quarters beyond these immediate challenges. The firm anticipates investment as a percentage of GDP will rise to 37.5% over the next

Morgan Stanley sees Indian equities poised for strong year ahead

Mon, 01 Jun 2026 12:06:49 -0400

Morgan Stanley sees Indian equities poised for strong year ahead

Mon, 01 Jun 2026 12:06:49 -0400

Goldman Sachs says economic convergence remains strong when weighted by population

Mon, 01 Jun 2026 06:37:46 -0400

Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.

The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.

Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from

Goldman Sachs says economic convergence remains strong when weighted by population

Mon, 01 Jun 2026 06:37:46 -0400

Goldman Sachs says economic convergence remains strong when weighted by population

Mon, 01 Jun 2026 06:37:46 -0400

Goldman Sachs says economic convergence remains strong when weighted by population

Mon, 01 Jun 2026 06:37:46 -0400