Page 5 - Bofa

31 of Nifty50 firms exposed to commodity-related risk: BofA Securities

Among sectors with high exposure, raw materials comprise 57% of sales for the discretionary sector, according to BofA's estimates

Rebound in petchem, retail business to drive RIL Q3; JioMart road map eyed

JPMorgan would focus on Reliance Industries' management's commentary on Jio Platforms, and Jio Mart rollout

Limited upside in markets; Nifty to be at 15,000 by Dec: BofA Securities

Markets have rallied by 80 per cent since April after a heavy 40 per cent correction following the announcement of the Covid-19-related restrictions

BofA, CLSA think Axis, IndusInd Bank are ripe for re-rating; here's why

Analysts at BofA Securities have upgraded Axis Bank, IndusInd Bank, and State Bank of India (SBI) on a "surprisingly" resilient asset quality outlook, and reasonable valuations

Jio postpaid plans: BofA, CLSA think its not a threat to Airtel; here's why

CLSA believes that new Jio postpaid plans are bundling three leading OTTs, but with no content exclusivity, can be matched by incumbents like Bharti Airtel

BofA Securities, Credit Suisse, Goldman Sachs see more upside for equities

A BofA September Global Fund Manager Survey for September suggests that 58 per cent of those surveyed say the market is in a bull-phase - up from 25 per cent who believed so in May.

BofA Securities bets on RIL's 'layer of commerce', maintains 'BUY'

RIL's approach of owning the "pipe" as well as the "services" offered on the pipe should help it keep the subscriber base captive, the brokerage says.

Global funds remain more overweight on India than APAC: Amish Shah

Amish Shah, India equity strategist at BofA Securities says that his firm expects the markets to consolidate in the near term

Going long on gold second most crowded trade globally, says BofA Securities

Among those surveyed, 46 per cent believed equity markets are in a bull phase, while a net 79 per cent expect a stronger global economy over the next year

Changing times: Social puts the zing into e-commerce in tier-2, 3 cities

Investors pouring big bucks into social commerce to tap India's large lower income group market

Monetary policy: Here's why RBI may go for rate cut on Thursday

BofA says the RBI will not only cut rates now, but will follow it up with another 75 bps cut in rest of the financial year 2020-21 (FY21)

RBI likely to slash policy rates by 100 bps in FY21: BofA Securities

That apart, they expect the government's overall fiscal deficit to rise

Byju's trumps rivals as Covid-19 fast-tracks ed-tech growth in India

Lockdown saw huge rise in the number of page views, new users

Jio Platforms' bull-case value seen at $110 bn by FY22: BofA Securities

Outlining a "bull-case" scenario, the BofA Securities report said it expects Jio's ARPU to stabilise to Rs 250 (and not Rs 300) in the long run

Environmental, social and governance theme sees uptick in emerging markets

Of the 140 companies that responded to a survey conducted by Bank of America (BofA) Global Research, more than 70 per cent had an ESG or sustainability policy in place

Coronavirus to trigger fresh consolidation across sectors, says BofA

Brokerage says organised, large firms will grab more market share in the post-Covid world

Investors look beyond drug makers as rush for Covid treatment hots up

A record 48 per cent of fund managers are overweight healthcare stocks, a Bank of America survey has shown

Second wave of Covid-19 biggest tail risk for markets: BofA Securities

Despite the sharp recovery seen since March lows, 68 per cent of the fund managers surveyed believe that equities are in a bear market rally.

Indian economy to contract 5-7% in FY21: Bernstein, Goldman Sachs

Analysts say the Rs 20-trn stimulus package by govt a lost opportunity

BofA Securities pegs PSBs recap requirement at Rs 52,990 cr - Rs 113,550 cr

BofA Securities believes one way to fund the requirement is via recapitalisation bonds.