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Articles for Nomura

Sanjay Malhotra's focus as RBI Governor: 3 key areas to watch out for
1 week, 6 days ago

Sanjay Malhotra's focus as RBI Governor: 3 key areas to watch out for

India Today  

Sanjay Malhotra, the new Reserve Bank of India Governor, assumes charge at a time when economic challenges demand fresh perspectives. Analysts at Nomura anticipate a rate cut at the February Monetary Policy Committee meeting, possibly by 25 basis points, with further cuts totalling 100 basis points by the end of 2025. Macroprudential policies: Encouraging bank credit growth Malhotra’s background in …

Rate Rbi Basis Points Malhotra Nomura Sanjay Malhotra Rbi Governor
Nomura lowers PV growth forecast for Q3FY25, upgrades 2W outlook on rural demand revival
2 weeks, 3 days ago

Nomura lowers PV growth forecast for Q3FY25, upgrades 2W outlook on rural demand revival

Live Mint  

Japanese brokerage firm Nomura revised its FY25 third-quarter growth estimate for India’s passenger vehicle industry to 1% YoY, down from the earlier projection of 4% YoY. Rural revival, affordable EVs propel 2-wheeler demand While maintaining a weak outlook for the PV segment, the brokerage revised its FY25/3E growth forecast for the two-wheeler industry upward to 12% YoY, from the earlier …

India Growth Industry Demand Yoy Nomura
Hero MotoCorp vs TVS Motor: Which auto stock should you buy at this juncture? Experts weigh in
2 weeks, 3 days ago

Hero MotoCorp vs TVS Motor: Which auto stock should you buy at this juncture? Experts weigh in

Live Mint  

Hero MotoCorp vs TVS Motor: November 2024 auto sales remained steady, despite the challenge of a high festive base this year, as the entire festive season occurred in October compared to being spread across these two months in 2023. In contrast, Hero MotoCorp faced a dip in dispatches due to ongoing inventory correction, though underlying festive retail sales remained healthy, …

Market Rural Ice Hero Stock Share Cent
RBI MPC Highlights: Sensex, Nifty Close In Red As RBI Keep Repo Rate Unchanged At 6.5%
2 weeks, 3 days ago

RBI MPC Highlights: Sensex, Nifty Close In Red As RBI Keep Repo Rate Unchanged At 6.5%

ABP News  

Business News Highlights: Hello and welcome to ABP Live's Business LIVE blog. In the last MPC meeting, held from October 7-9, the committee decided to keep the benchmark interest rate at 6.5 per cent, marking the tenth consecutive meeting with no change in rates. However, Nomura predicts a 25 basis point repo rate cut by the RBI in this Monetary …

India Cent Rate Meeting Repo Rbi Mpc Nomura
RBI MPC Meeting: Nomura Predicts Surprise 25 Basis Point Rate Cut By Central Bank
2 weeks, 4 days ago

RBI MPC Meeting: Nomura Predicts Surprise 25 Basis Point Rate Cut By Central Bank

ABP News  

Nomura forecasts a 25 basis point repo rate cut by the Reserve Bank of India in its upcoming Monetary Policy Committee meeting on December 6, according to its latest report. The brokerage also anticipates 100 basis points in rate cuts by mid-2025, bringing the repo rate to 5.50 per cent. Although consumer price inflation surged to 6.2 per cent in …

Growth Inflation Cent Rate Rbi Cut Nomura
Nomura CEO Set to Apologize Weeks After Former Employee’s Arrest
2 weeks, 6 days ago

Nomura CEO Set to Apologize Weeks After Former Employee’s Arrest

Live Mint  

-- Nomura Holdings Inc. Chief Executive Officer Kentaro Okuda will hold a press conference on Tuesday to apologize weeks after a former employee was arrested in Japan on suspicion of robbery and attempted murder. “We would like to deeply apologize for the great inconvenience and concern we have caused to our customers and stakeholders,” Go Sugiyama, head of wealth management, …

Japan Bloomberg Okuda Nomura Ceo
91% upside potential! Nomura is bullish on telecom stock Vodafone Idea post Q2 results, retains ’buy’ call
1 month, 1 week ago

91% upside potential! Nomura is bullish on telecom stock Vodafone Idea post Q2 results, retains ’buy’ call

Live Mint  

Following better-than-expected September quarter results, global brokerage firm Nomura India has reaffirmed its 'Buy' rating on Vodafone Idea, setting a target price of ₹14. Q2 Earnings Performance Vodafone Idea's financials for the September quarter showed a narrowing of losses to ₹7,175 crore from ₹8,746 crore in the same period the previous year. Investment Rationale and Strategic Outlook Nomura India outlined …

Company Crore Quarter Idea Tariff Subscriber Vodafone Idea
Japan Tells Nomura to Probe Alleged Murder Attempt by Ex-Worker
1 month, 2 weeks ago

Japan Tells Nomura to Probe Alleged Murder Attempt by Ex-Worker

Live Mint  

Japan’s financial regulator is urging Nomura Holdings Inc. to examine the cause of an alleged robbery and attempted murder committed by a former employee, and to formulate measures to prevent similar incidents, according to people familiar with the matter. “Through measures announced on Nov. 6, Nomura will intensify efforts to enforce strict adherence to the Code of Conduct by every …

Japan Nomura Murder Attempt
Nomura initiates coverage on CG Power, GE Vernova and Apar Industries with ‘buy’ rating, sees up to 49% upside
1 month, 2 weeks ago

Nomura initiates coverage on CG Power, GE Vernova and Apar Industries with ‘buy’ rating, sees up to 49% upside

Live Mint  

Japanese brokerage firm Nomura in its latest report highlighted that India’s power transmission sector is set for robust growth, fueled by rising electricity demand and ambitious targets for renewable energy capacity expansion. In light of these growth opportunities, the brokerage has initiated coverage with a "buy" rating on three transmission stocks: CG Power and Industrial Solutions, GE Vernova T&D India, …

India Energy Growth Renewable Energy Power Demand Billion
Nomura Favors US, Japan, India Stocks
1 month, 2 weeks ago

Nomura Favors US, Japan, India Stocks

Bloomberg  

00:00 This massive move into risk overnight. Then it's going to get interesting when we start seeing the Trump timeline play out as we get to inauguration 20th of January and the policy's actually coming. I think that's going to be a little bit slower and we're going to have a bit of a reversal in some of the rates …

Europe China Market Trump Going Think Know
US Election Results: 4 key factors that may impact Indian stock market as Trump eyes return to the White House
1 month, 2 weeks ago

US Election Results: 4 key factors that may impact Indian stock market as Trump eyes return to the White House

Live Mint  

Indian stock market's benchmark indices, Sensex and Nifty 50, rallied over 1% on Wednesday in response to the US election results 2024, which indicate a likely victory for Republican candidate and former President Donald Trump over Democratic candidate Kamala Harris. Foreign brokerage Nomura predicts that India may emerge as a relative beneficiary under Trump’s policies due to its domestic demand-driven …

Global India Policy China Markets Market Emerging Markets
Zomato stock price up 112% in 2024; should investors buy now?
4 months, 2 weeks ago

Zomato stock price up 112% in 2024; should investors buy now?

Live Mint  

Global brokerage firm Nomura has increased its target price for Zomato to ₹280 from ₹225 while maintaining a ‘buy’ recommendation. Q1 Earnings Zomato’s consolidated net profit for Q1FY25 skyrocketed to ₹253 crore, up from ₹2 crore a year ago, driven by increased gross order value across its food delivery, quick commerce, and going-out verticals. Investment Rationale Food Delivery Growth: Nomura …

Growth Food Delivery Quick Commerce Crore Zomato Margin Gov
Tata Motors stock gains 6%, reaches new all-time high after Nomura upgrades rating to ’buy’
4 months, 4 weeks ago

Tata Motors stock gains 6%, reaches new all-time high after Nomura upgrades rating to ’buy’

Live Mint  

Shares of Tata Motors, a leading global automobile manufacturer, surged 6% to hit a fresh all-time high of ₹1,084.90 per share in today's trade following an upgrade from Japanese brokerage firm Nomura. The brokerage highlighted that Tata Motors’ strategy to transition Jaguar Land Rover from premium to luxury segments is expected to keep the brand competitive amidst rising competition. For …

Ice Jaguar Tata Motors Motors Stock Fy25 Jlr Nomura
Union Budget 2024: A look at 5 big themes before Sitharaman reveals cards
5 months ago

Union Budget 2024: A look at 5 big themes before Sitharaman reveals cards

Firstpost  

As the country waits with bated breaths for the 2024 Union Budget, here’s a look at some of the big themes experts believe will take centre stage With the completion of the customary Halwa Ceremony, Finance Minister Nirmala Sitharaman is all set to table the 2024 Union Budget. Key themes before Sitharaman shows her cards According to analysts, the following …

Welfare Schemes Tax Budget Union 2024 Cent Expected
Block Trades Herald $5 Billion Fee Windfall for Japan’s Brokers
5 months ago

Block Trades Herald $5 Billion Fee Windfall for Japan’s Brokers

Live Mint  

The great sell off of Japan’s cross-shareholdings has started and brokers are jockeying for a slice of the billions of dollars in fees at stake. Nomura Holdings Inc. is offering clients bespoke ways to offload such stocks, while Daiwa Securities Group Inc. has added experts in so-called block trades to a team that manages relationships with corporate customers. More than …

Japan Market Companies Trades Fee Block Toyota
Nomura bets on rally in Indian rupee spurred by inflows, softer RBI intervention
5 months, 3 weeks ago

Nomura bets on rally in Indian rupee spurred by inflows, softer RBI intervention

Hindustan Times  

Nomura is betting that the Indian rupee will rally by 2% through August-end on the back of portfolio inflows, a relatively less aggressive central bank and potential U.S. rate cuts. The rupee rallying to 82 in a span of two months would be a surprise for local currency traders, a majority of who hold the view the central bank will …

India Indian Bank Rbi Rupee Inflows Nomura
Japan Post Goes Slow in Buying Longest Bonds After BOJ Rate Hike
6 months, 2 weeks ago

Japan Post Goes Slow in Buying Longest Bonds After BOJ Rate Hike

Live Mint  

Japan Post Insurance Co. is holding off from buying most domestic super-long bonds, due to concern that the central bank’s reduction of debt purchases may weigh on the market. “Yields on super-long-term bonds have risen to attractive levels,” said Hiroyuki Nomura, senior general manager of Japan Post’s investment planning department. A lack of clarity about the BOJ’s plan to reduce …

Japan Market Rate Bonds Boj Nomura Boj Officials
Wipro Shares Gain Over 2% As Q4 Earnings Beat Expectations; Should You Buy, Sell Or Hold?
8 months ago

Wipro Shares Gain Over 2% As Q4 Earnings Beat Expectations; Should You Buy, Sell Or Hold?

News 18  

Wipro shares gained over 2 per cent on Monday as investors reacted to the IT services firm’s fourth-quarter results, which was better than what market analysts expected. Wipro has beaten the Street estimates with a 5 per cent rise in net profit for the January-March quarter, but persisting cost-cutting measures, decline in headcount and a sluggish guidance for the next …

Growth Guidance Hsbc Ubs Wipro Nomura Buy Sell
Infosys Q4 Preview: Revenue, EBIT Margins To Be Muted Amid Weak Demand, Wage Hike
8 months ago

Infosys Q4 Preview: Revenue, EBIT Margins To Be Muted Amid Weak Demand, Wage Hike

News 18  

Infosys, the country’s second-largest IT services company, is set to announce its financial results for the fourth quarter ended March 2024 on Thursday, April 18. BNP Paribas in its note said Infosys’ EBIT margin is likely to have declined by 25 basis points in Q4 FY24 to 20.3 per cent due to wage hike impact, visa costs and muted revenue …

Growth Profit Crore Cent Quarter Yoy Margin
Nomura-Backed Venture Wants to Buy Barings Assets After Poaching Team
9 months, 1 week ago

Nomura-Backed Venture Wants to Buy Barings Assets After Poaching Team

Live Mint  

-- Upstart private credit firm Corinthia Global Management approached Barings and parent MassMutual about buying certain Barings assets and overseeing some of its portfolios, after poaching more than 20 people from the firm, according to people with knowledge of the matter. Corinthia proposed acquiring assets from Barings including the firm’s shares in Barings BDC, its publicly-traded business development company, at …

Global Nomura Barings Private Finance Corinthia Global Private Finance
Infosys promoted in-house talent to top jobs after high-level exodus: Nomura
9 months, 2 weeks ago

Infosys promoted in-house talent to top jobs after high-level exodus: Nomura

Live Mint  

Bengaluru: As IT companies grapple with top-level management churn, Infosys Ltd in February said that all the roles left vacant due to senior leadership departures have been internally filled, according to a research note by Nomura Holdings, Inc. Citing a deep bench of senior leadership within the company, Infosys’s top management said of the company’s more than 90 senior vice-presidents …

Leadership Companies Company Senior Schumacher Chief Executive Executive
Fortis Healthcare share price gains 2%: up more than 50% in a year. Here’s why
11 months, 1 week ago

Fortis Healthcare share price gains 2%: up more than 50% in a year. Here’s why

Live Mint  

Fortis Healthcare saw its share price gain more than 2% on Thursday. The analysts also say that as earnings prospects remain strong in hospitals segments, while Non hospitals divisions like diagnostics should reduce their drag effect from FY25 onwards too. Analysts at Nomura Research have recently increased our ARPOB CAGR assumption over FY25-30 from 4% to 5.8%, factoring in the …

Analysts Nomura Fortis Margin Facilities
Rishi Sunak embarks on record £206bn debt binge
11 months, 2 weeks ago

Rishi Sunak embarks on record £206bn debt binge

The Telegraph  

Britain is on track to borrow a record £206bn from private investors this year as Rishi Sunak embarks on a debt binge ahead of the general election. Economists at Nomura have forecast that the Government will be forced to rely heavily on financial markets to fund borrowing this year and next as the Bank of England reverses bond buying which …

Market
Lizzo asks Los Angeles court to dismiss designer’s ‘salacious’ harassment lawsuit
1 year ago

Lizzo asks Los Angeles court to dismiss designer’s ‘salacious’ harassment lawsuit

LA Times  

Lizzo claimed in her motion to dismiss the lawsuit that designer Asha Daniels “failed to perform the work she was assigned.” Lizzo, facing multiple harassment allegations from former employees, has made moves to put one lawsuit to rest. The “Truth Hurts” singer requested that Los Angeles court officials dismiss a September harassment and discrimination lawsuit filed by New York designer …

Harassment Lawsuit Los Angeles Tour Designer Daniels Lizzo