@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Strategy ๐ข (Positive Outlook)
๐๐ฟ Jefferies India Strategy | India Budget โ A pragmatic approach, no fireworks.
๐๐ฟ Fiscal policy turns less contractionary as expected | BofA on Union Budget2026.
๐๐ฟ Citi India Strategy Union Budget2026 | Focusing on strategic foundations & macro stability.
๐๐ฟ Bernstein India Strategy | An academic budget that lacked punch.
Brokerages Views on Various Sectors & Stocks | India Strategy ๐ข (Positive Outlook)
๐๐ฟ Jefferies India Strategy | India Budget โ A pragmatic approach, no fireworks.
๐๐ฟ Fiscal policy turns less contractionary as expected | BofA on Union Budget2026.
๐๐ฟ Citi India Strategy Union Budget2026 | Focusing on strategic foundations & macro stability.
๐๐ฟ Bernstein India Strategy | An academic budget that lacked punch.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | PayTM Ltd. ๐ข (Positive Outlook)
๐๐ฟ Citi maintains 'Buy' ratings on Paytm with a target price of โน 1,375.
Brokerages Views on Various Sectors & Stocks | PayTM Ltd. ๐ข (Positive Outlook)
๐๐ฟ Citi maintains 'Buy' ratings on Paytm with a target price of โน 1,375.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Dixon Ltd. ๐ข (Positive Outlook)
๐๐ฟ Morgan Stanley maintains 'Underweight' ratings on Dixon with target price of โน 8,157.
Brokerages Views on Various Sectors & Stocks | Dixon Ltd. ๐ข (Positive Outlook)
๐๐ฟ Morgan Stanley maintains 'Underweight' ratings on Dixon with target price of โน 8,157.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Delhivery Ltd. ๐ข (Positive Outlook)
๐๐ฟ JP Morgan maintains 'Overweight' ratings on Delhivery with a target price of โน 600.
Brokerages Views on Various Sectors & Stocks | Delhivery Ltd. ๐ข (Positive Outlook)
๐๐ฟ JP Morgan maintains 'Overweight' ratings on Delhivery with a target price of โน 600.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Buybacks ๐ข (Positive Outlook)
๐๐ฟ CLSA on Buyback | This could incentivize IT service companies to undertake share buybacks.
Brokerages Views on Various Sectors & Stocks | Buybacks ๐ข (Positive Outlook)
๐๐ฟ CLSA on Buyback | This could incentivize IT service companies to undertake share buybacks.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Banks ๐ข (Positive Outlook)
๐๐ฟ CLSA Views on Banks
Brokerages Views on Various Sectors & Stocks | Banks ๐ข (Positive Outlook)
๐๐ฟ CLSA Views on Banks
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Life Insurers ๐ข (Positive Outlook)
๐๐ฟ Morgan Stanley on life insurers | Budget relief boosts near-term outlook
Brokerages Views on Various Sectors & Stocks | Life Insurers ๐ข (Positive Outlook)
๐๐ฟ Morgan Stanley on life insurers | Budget relief boosts near-term outlook
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Bajaj Auto Ltd. ๐ข (Positive Outlook)
๐๐ฟ Bernstein stays bullish on Bajaj Auto, raises target price to โน 11,500.
Brokerages Views on Various Sectors & Stocks | Bajaj Auto Ltd. ๐ข (Positive Outlook)
๐๐ฟ Bernstein stays bullish on Bajaj Auto, raises target price to โน 11,500.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | ACC Ltd. ๐ข (Positive Outlook)
๐๐ฟ Citi downgrades ACC to Neutral, cuts target price to โน 1,755 post merger alignment.
Brokerages Views on Various Sectors & Stocks | ACC Ltd. ๐ข (Positive Outlook)
๐๐ฟ Citi downgrades ACC to Neutral, cuts target price to โน 1,755 post merger alignment.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Auto Sector ๐ข (Positive Outlook)
๐๐ฟ Citi reiterates Maruti, M&M & Hyundai as top auto picks after January sales trends.
Brokerages Views on Various Sectors & Stocks | Auto Sector ๐ข (Positive Outlook)
๐๐ฟ Citi reiterates Maruti, M&M & Hyundai as top auto picks after January sales trends.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Jindal Steel Ltd. ๐ข (Positive Outlook)
๐๐ฟ Citi stays bearish on Jindal Steel, cuts target price to โน 785
Brokerages Views on Various Sectors & Stocks | Jindal Steel Ltd. ๐ข (Positive Outlook)
๐๐ฟ Citi stays bearish on Jindal Steel, cuts target price to โน 785
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Capital Goods ๐ข (Positive Outlook)
๐๐ฟ Citi on Capital Goods | Capex growth re-accelerates across key ministries. Rail, Road, Defence capex growth improves vs FY26 trend. Medium-term positives: High-speed rail & DFC announcements, data centre ecosystem push & manufacturing scale-up in electronics, industrials
Brokerages Views on Various Sectors & Stocks | Capital Goods ๐ข (Positive Outlook)
๐๐ฟ Citi on Capital Goods | Capex growth re-accelerates across key ministries. Rail, Road, Defence capex growth improves vs FY26 trend. Medium-term positives: High-speed rail & DFC announcements, data centre ecosystem push & manufacturing scale-up in electronics, industrials
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Real Estate ๐ข (Positive Outlook)
๐๐ฟ CLSA on Real Estate | Data Centre & GCC push offsets MAT concerns, #Tax holiday till 2047 for foreign data centre companies supportive. Top picks are DLF, EmbassyREIT
Brokerages Views on Various Sectors & Stocks | Real Estate ๐ข (Positive Outlook)
๐๐ฟ CLSA on Real Estate | Data Centre & GCC push offsets MAT concerns, #Tax holiday till 2047 for foreign data centre companies supportive. Top picks are DLF, EmbassyREIT
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Defence Estate ๐ข (Positive Outlook)
๐๐ฟ GoldmanSachs on Defence | Overall defence budget up 7% YoY at โน 7.85 Lakh Cr, ahead of estimates of โน 7.75 Lakh Cr. Other equipment like missiles, ammo, radar, electronics up 62% YoY to โน 82,200 Cr, key highlight. Stock implications on Direct beneficiaries: Solar Industries, BEL, Bharat Dynamics.
Brokerages Views on Various Sectors & Stocks | Defence Estate ๐ข (Positive Outlook)
๐๐ฟ GoldmanSachs on Defence | Overall defence budget up 7% YoY at โน 7.85 Lakh Cr, ahead of estimates of โน 7.75 Lakh Cr. Other equipment like missiles, ammo, radar, electronics up 62% YoY to โน 82,200 Cr, key highlight. Stock implications on Direct beneficiaries: Solar Industries, BEL, Bharat Dynamics.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Market Experts Views & Voices | Neelkanth Mishra of Axis Capitals Talks
๐ข Budget was predictable, no wasteful spending, & quality of expenditure continues to be important; the challenge I see is more on the deficit financing front', says Neelkanth Mishra of Axis Capital. Govtโs 10-year Bond Yield should be 6%, RBI & GoI will have to address this, he further adds.
Market Experts Views & Voices | Neelkanth Mishra of Axis Capitals Talks
๐ข Budget was predictable, no wasteful spending, & quality of expenditure continues to be important; the challenge I see is more on the deficit financing front', says Neelkanth Mishra of Axis Capital. Govtโs 10-year Bond Yield should be 6%, RBI & GoI will have to address this, he further adds.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Market Experts Views & Voices | S Naren of ICICI Pru AMC Talks
๐ข 'While the market is fixated on STT Hike, everything else in the Budget was fantastic; on a long-term basis, India represents one of the best structural stories', says S Naren of ICICI Pru AMC. Would say Silver & Gold have broadly topped out, though the exact peak is hard to determine, he further adds
Market Experts Views & Voices | S Naren of ICICI Pru AMC Talks
๐ข 'While the market is fixated on STT Hike, everything else in the Budget was fantastic; on a long-term basis, India represents one of the best structural stories', says S Naren of ICICI Pru AMC. Would say Silver & Gold have broadly topped out, though the exact peak is hard to determine, he further adds
t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
"Financial Morning Thought to Start the Fresh New Trading Day"
"Financial Morning Thought to Start the Fresh New Trading Day"
S๐บ๐ฎ๐ฟ๐ ๐๐ป๐๐ฒ๐๐๐ถ๐ป๐ด ๐ฆ๐๐ฎ๐ฟ๐๐ ๐ก๐ผ๐ โ ๐ข๐ฝ๐ฒ๐ป ๐ฌ๐ผ๐๐ฟ ๐ง๐ฟ๐ฎ๐ฑ๐ถ๐ป๐ด ๐/๐ฐ ๐ง๐ผ๐ฑ๐ฎ๐!
Dear All | Stock markets are moving up & showing signs of recoveryโthis is the perfect time to start your trading account & invest at lower valuations for long-term gains.
Donโt miss this opportunity to position yourself ahead of the uptrend. Letโs get started today!
Contact us now to open your account & make the most of the market recovery.
Best Regards,
๐ฅ๐ฎ๐ท๐ฒ๐๐ต ๐ก๐ฎ๐ถ๐ฟ @ ๐ ๐ผ๐ป๐ฒ๐ฃ๐น๐ฎ๐ป ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ๐
๐ ๐ผ๐ฏ. ๐ณ๐ฑ๐ฌ๐ฒ๐ฎ๐ฒ๐ฑ๐ฏ๐ฒ๐ฑ | ๐๐ ๐ฎ๐ถ๐น ๐ฟ๐ฎ๐ท๐ฒ๐๐ต๐ป๐ฎ๐ถ๐ฟ๐ณ๐ฎ@๐ด๐บ๐ฎ๐ถ๐น.๐ฐ๐ผ๐บ
Dear All | Stock markets are moving up & showing signs of recoveryโthis is the perfect time to start your trading account & invest at lower valuations for long-term gains.
Donโt miss this opportunity to position yourself ahead of the uptrend. Letโs get started today!
Contact us now to open your account & make the most of the market recovery.
Best Regards,
๐ฅ๐ฎ๐ท๐ฒ๐๐ต ๐ก๐ฎ๐ถ๐ฟ @ ๐ ๐ผ๐ป๐ฒ๐ฃ๐น๐ฎ๐ป ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ๐
๐ ๐ผ๐ฏ. ๐ณ๐ฑ๐ฌ๐ฒ๐ฎ๐ฒ๐ฑ๐ฏ๐ฒ๐ฑ | ๐๐ ๐ฎ๐ถ๐น ๐ฟ๐ฎ๐ท๐ฒ๐๐ต๐ป๐ฎ๐ถ๐ฟ๐ณ๐ฎ@๐ด๐บ๐ฎ๐ถ๐น.๐ฐ๐ผ๐บ