Jefferies
Latest news, explainers and analysis on Jefferies. Tracking 7 stories on Arth Vani.
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Latest on Jefferies
Jefferies Predicts Slowdown in Govt Capex Growth by 2H FY27, Non-Defence May Fall 3%
Global financial firm Jefferies forecasts a significant slowdown in India's government capital expenditure (capex) growth by the second half of fiscal year 2027 (2H FY27). Specifically, non-defence government spending is projected to see a 3% decline, indicating a potential shift from the current infrastructure-led economic momentum.
IPOBreakingJefferies Sets ₹1,315 Target for CDSL, Citing Valuation Concerns Despite IPO Boost
Global brokerage Jefferies has maintained a 'Hold' rating on Central Depository Services (India) Ltd (CDSL), setting a target price of ₹1,315. This target suggests a potential 7% downside from CDSL's current market price of ₹1,414.90, despite an expected boost from the revival in India's IPO market.
Meesho Eyes 34% Growth: Jefferies Sets Bullish Target Ahead of Potential IPO
Global brokerage Jefferies has issued a 'Buy' rating for Meesho, forecasting a 34% surge in its valuation. The report highlights Meesho's dominance in India's value-commerce sector, particularly among price-sensitive shoppers in smaller towns.
Jefferies Sets New Target for Polycab India as Data Center Boom Drives Growth
Global brokerage Jefferies has raised its target price for Polycab India to ₹10,920, maintaining a 'Buy' rating. The optimism stems from the company's expanding market share and its ability to tap into the growing demand for infrastructure and data centers.
Is the AI Party Ending? Why Global Tech Stocks May Face a Sharp Correction
Market expert Christopher Wood warns that rising bond yields and a wave of new IPOs could trigger a correction in the AI-driven stock market. Indian investors with exposure to US tech stocks and local AI funds should prepare for potential volatility.
Jefferies Upgrades Aegis Vopak to 'Buy'; Brokerage Sees Opportunity After Stock Dip
Global brokerage Jefferies has upgraded Aegis Vopak to a 'Buy' rating, suggesting that the recent sell-off in the logistics firm's shares is an overreaction. Analysts believe the company is well-positioned to benefit from rising LPG demand and its ongoing capacity expansion projects.
Adani Energy vs Power Grid: Jefferies Picks Top Growth Bet in Power Sector
Global brokerage Jefferies maintains a positive outlook on India's power transmission giants but identifies Adani Energy Solutions as a faster-growing alternative to the state-run Power Grid. The shift is driven by massive opportunities in smart metering and private sector grid expansion.
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