Jefferies News - Latest Updates & Headlines
India's container volumes at a higher risk of potential global growth slowdown: Jefferies
New Delhi April 16: According to a report by Jefferies, India's port sector, especially the container volume, is likely to be significantly impacted by the US tariff and the potential global growth slowdown.
US tariff uncertainties to hit manufacturing, logistics, and retail sectors hardest: Jefferies
New Delhi, April 16: US tariff uncertainties will impact manufacturing, logistics and retail verticals the most, given their reliance on global supply chains, according to a report by Jefferies.
India set to outperform other emerging markets amid global uncertainty: Jefferies
New Delhi, April 11: Global brokerage Jefferies has issued an 'overweight' call on India, saying that the country is set to outperform other emerging markets (EMs) amid rising global uncertainties.
India-US bi-lateral trade deal may include agriculture, automobiles, and pharma: Jefferies
New Delhi, April 1: The possible trade agreement between India and the United States could include key sectors such as agriculture, automobiles, and pharmaceuticals, says a report by Jefferies.
BSE share price jumps over 16 pc after SEBI's proposal on expiry days
Mumbai, March 28: Bombay Stock Exchange (BSE) Limited's share price surged over 16 per cent on Friday after the Securities and Exchange Board of India (SEBI) proposed standardising expiry days for equity derivatives across exchanges.
India's semiconductor industry faces supply chain and limited talent challenges: Jefferies Report
New Delhi, March 25: India's semiconductor industry is growing but faces significant challenges such as an underdeveloped supply chain, a shortage of specialized manufacturing talent, global competition, and rapidly evolving technology, according to a report by Jefferies.
US Fed will resume easing monetary policy rate by June: Jefferies 'Greed & Fear' report
New Delhi, March 23: The US Federal Reserve is likely to ease monetary policy rates by June, Jefferies said in its latest 'Greed and Fear' report, with a rider that though the rate cut could be earlier if the data and market action are bad enough.
Indian office REITs substantially outperformed property sector and markets in 2025: Jefferies
New Delhi, March 19: The demand for real estate investment trust (REIT) in India is rising by a combination of factors -- strong hiring by Global Capability Centres (GCCs) alongside increasing return-to-office mandates said a report by Jefferies.
India has strong potential to replicate its manufacturing success and become a semiconductor hub: Jefferies
New Delhi, March 15: Favourable government policies, growing demand, low-cost production capabilities, and strategic linkages with the Western nations have led India to develop itself as a semiconductor hub, according to a recent report by Jefferies.
NBFC sector strengthens with RBIs positive stance and rate cut support for growth: Jefferies
New Delhi, March 15: The fundamentals of Non-Banking Financial Companies (NBFCs) are showing signs of improvement as macroeconomic challenges ease and the Reserve Bank of India (RBI) adopts a more supportive stance, according to Jefferies.
Electronic manufacturing a growth opportunity for Indian auto component makers: Jefferies
New Delhi, March 13: India's fast-growing electronics manufacturing sector is creating new opportunities for auto-component companies, allowing them to leverage their expertise in precision manufacturing and global technology partnerships, according to Jefferies.
Swiggy's profitability under pressure despite strong market position: Jefferies
Mumbai, March 12: Food delivery platform Swiggy continues to face profitability challenges despite its strong market presence, according to a Jefferies report on Wednesday.
Capex boom ahead in India, infra projects to accelerate at state level: Jefferies
Mumbai, March 10: There has been a significant increase in capital expenditure in India, with growth expected to continue in the coming months as several sectors witnessing strong investments, according to a new report by global brokerage Jefferies.
Sell-off in Indian stocks is technical in nature, no drastic macro issue: Jefferies
New Delhi, February 28: The sell-off in Indian stocks is primarily technical in nature and reflects multiple compressions rather than any drastic macro issue, according to a recent report of 'Greed & Fear' by Jefferies.
Jefferies optimistic on Indian 2-wheeler market, cautious on Ola Electric
New Delhi, Feb 19: Global brokerage Jefferies on Wednesday said it remains optimistic about the two-wheeler industry in India, especially with recent income tax cuts in the Union Budget to boost consumption.
India's economic growth hinges on private sector's Capex push: Jefferies
New Delhi, February 7: India's economic growth is at a crossroads, and the private sector is being counted on to drive the next phase of investment.
Govt continues to push solar sector, budgetary allocation hiked 60 pc this year: Jefferies
New Delhi February 6: The government continues the push for the solar sector in the FY26 Budget, with a year-on-year (YoY) rise of over 60 per cent to Rs 242 billion (24,200 cr), according to a report by Jefferies.
Income tax cuts in union budget to boost 2-wheeler and passenger vehicle sales: Jefferies
New Delhi, February 4: Union Budget raising the income tax exemption limit to Rs 12 lakh is expected to give a big boost to the demand of 2-wheelers (2Ws) and passenger vehicles (PVs) according to a report by the global brokerage firm Jefferies.
Jefferies gives Adani Power buy rating with target price of Rs 660, an upside of 30 pc
New Delhi, Feb 4: Global brokerage firm Jefferies on Tuesday initiated coverage on Adani Power Limited (APL), with a buy rating and target price of Rs 660, indicating an upside of 30 per cent from current levels.
Adani Power plans to raise generation capacity by 1.7 times to 30.7 GW by 2030: Jefferies
New Delhi, February 3: Adani Power Ltd (APL), India's second-largest thermal power generation company after NTPC, is set to increase its power generation capacity significantly.
Union Budget: Fiscal consolidation, infra spending, sector-specific incentives in focus
New Delhi, Jan 31: As Finance Minister Nirmala Sitharaman prepares to present Union Budget 2025-26 on Saturday, the government's focus is expected to be on fiscal consolidation, infrastructure spending, and sector-specific incentives, according to top global brokerages and global financial institutions.
Indian stock market to bottom out by Feb 7, if no surprises on taxes in Budget: Jefferies
New Delhi, January 31: Indian stock markets are expected to bottom out before February 7th, according to a report by Jefferies.
RBI likely to go for steps to spur growth in February monetary policy review: Jefferies
Mumbai, Jan 29: The RBI’s monetary policy committee meeting scheduled for February is likely to spring some positive surprises with a growth-favoured approach, according to brokerage firm Jefferies.
DeepSeek's open source large language model has greater potential for smartphones: Jefferies
New Delhi, January 28: The smaller variants of DeepSeek's open-source large language model (LLM) will be more advantageous for smartphones, as AI has gained no traction with consumers so far, Jefferies, the investment banking and capital markets firm highlighted in its latest report.
RBI may ease LCR norms to help banks amid tight liquidity: Jefferies Report
New Delhi, January 28: The Reserve Bank of India (RBI) may relax the Liquidity Coverage Ratio or LCR norms to inject additional liquidity into the banking system according to a report by Jefferies.
Adani Energy's growth story intact, stock has potential upside of 67 pc: Jefferies
New Delhi, Jan 17: Global brokerage Jefferies has maintained its 'buy' rating on the stock of Adani Energy Solutions, saying the company's growth story remains intact.
The growth story remains intact for Adani Energy Solutions says Jefferies
New Delhi, January 17: According to a report by Jefferies, Adani Energy Solution's (AESL) growth story remains intact.
Exchanges likely to see margin expansion due to new F&O measures: Jefferies Report
New Delhi, January 14: Stock exchanges in India are likely to experience margin expansion as a result of the new futures and options (F&O) measures implemented by the Securities and Exchange Board of India (SEBI), according to an analysis by Jefferies.
India's plastic pipe industry has significant headroom for growth: Jefferies
New Delhi, January 14: India's plastic pipe industry has immense growth potential due to its lower per-capita pipe consumption compared to the global average, according to a recent report by Jefferies.
NBFCs loan growth to decline to 17 pc in FY25 from 21 pc in FY24 - Jefferies Report
New Delhi, January 13: The loan growth of Indian Non-Banking Financial Companies (NBFCs) and Housing Finance Companies (HFCs) (excluding IFCs) will moderate to 17 per cent in FY25, down from 21 per cent in FY24, stated a report by Jefferies.
Two-wheelers, tractor volumes to outpace passenger vehicles and trucks in FY25-27: Jefferies
New Delhi January 9: The volume of two-wheelers (2Ws) and tractors will grow at a compounded annual growth rate (CAGR) of 13 to 15 per cent, outpacing passenger vehicles (PVs) and trucks between financial year (FY) 2025-27, stated a report by Jefferies an investment banks and financial services company."We expect 2Ws and tractors to grow at strong 13 per cent and 15 per cent CAGR respectively over FY25-27E (FY25E: 12 per cent and 6 per cent)," says the report.The report added that the volume growth of passenger vehicles and trucks segment is expected to grow at a rate ranging from 5 to 8 per cent.
India's metal & mining industry is a bright spot when global market is struggling with stagnant commodity volumes
New Delhi, January 7: Indian metal and mining companies are emerging as a bright spot in a global market that is struggling with stagnant commodity volumes, according to a report by Jefferies.
Jefferies cuts Zomato stock to 'hold' as quick commerce competition heats up
New Delhi, Jan 7: Global brokerage firm Jefferies has downgraded Zomato's shares to 'hold' as it revised the target lower, citing increasing competition as a threat to the online food aggregator’s profitability.
RBI may reduce policy rates by 50 basis points in the first half of 2025: Jefferies
New Delhi, January 3: The Reserve Bank of India (RBI) is likely to cut policy rates by 50 basis points (bps) in the first half of 2025, says a report by Jefferies.