Page 10 - Nomura

Economic recovery, fewer NPAs to drive banks' re-rating in 2021: Analysts

With corporate asset quality cycle behind and Covid-19 impact fairly contained, analysts at Nomura think front-line banks will see faster-than-expected return on equity (ROE) recovery in 2021

Nomura ends financial adviser era, to move 1,500 jobs to other roles

Like Nomura's regular sales force, financial advisers sell stocks and bonds to retail investors, but their pay is weighted more towards commission

Retail inflation peaked in Oct, but rate cuts unlikely in 2021: Report

Retail inflation is unlikely to come down enough for the Reserve Bank to make rate cuts in the whole of 2021, says Nomura

Nomura says India would be fastest growing Asian economy in 2021

Nomura has turned positive on India's cyclical outlook for 2021, and believes the country is on the cusp of a cyclical recovery

Top headlines: Nomura on Indian economy in 2021, govt says no change in MSP

Business Standard brings you top headlines of the evening

India rate cuts bets fall as recovery gains hold, inflation stays high

With inflation above 7% in Oct for a second straight month, well above RBI's medium term target of 4%, views that India is near the end of the current rate cutting cycle have become more pronounced

Indian rupee set to return near pre-Covid-19 levels by March, says Nomura

Nomura expects the rupee to bounce back to 72 per dollar by end-March, a level last seen in February

FIs to turn discriminatory in 2021 while investing in emerging mkts: Nomura

While overall FII sentiment has been positive, thanks to the low interest rate regime, analysts say India has managed to bag more than its fair share of overseas flows du to record capital raising

Time to invest in cyclicals as economic recovery gathers steam: Analysts

Despite the large economic impact of the Covid-19 pandemic, the markets have recovered sharply even though the performance among individual stocks has been quite polarised

Dr Reddy's: Progress in Covid vaccine trials to boost firm's growth outlook

Good momentum in US and domestic sales, along with Covid-19 treatment portfolio is already driving analysts to upgrade earnings estimates

Full recovery in consumer durables will be long drawn affair: Analysts

Analysts expect companies to shift focus to online platform in order to boost sales in these Covid-19 impacted times

Nomura Holdings says corporate client data leaked to securities firm

An internal investigation found that data on 275 companies, mainly financial institutions, was leaked to Nippon Institutional Securities Co., Nomura said Thursday in a statement

Crisil projects wider GDP contraction for FY21 at 9%, from 5% earlier

Attributes it to Covid-19 cases and lack of stimulus from govt

Covid-19 pandemic to trigger deglobalisation. Can India be the next China?

According to Nomura, unconventional monetary policies will be the new normal, reducing the urgency for fiscal austerity

Economic recovery to gather pace in H2-2020; stay negative on India: Nomura

While collectively, emerging market economies have entered their deepest recession in at least 60 years, Asia - particularly China and Northeast Asia - stand out as the best, Nomura says

Q4FY20 GDP growth expectation: How bad will Covid-19 impact the economy?

The common thread that runs through these estimates is the fact that the economy is headed towards a recessionary phase

Blackstone sells Embassy Office Parks REIT units for Rs 2,270 crore

Post this deal, Blackstone stake will come down by around nine per cent from around 55 per cent shareholding earlier.

For Nomura's shoe-leather sales force, an uncertain future after Covid-19

The crisis has only deepened concerns about the viability of Nomura's business model, which is more reliant on retail broking than rivals

After a 34% surge from March low, brokerages see limited upside for markets

The flattening of the 'Covid-19 infection curve', Covid-19 impact on corporate earnings and the economic policies, they say, hold key to the market trajectory.

Moody's downgrade of India's sovereign debt had been on cards for months

In comparative terms, India has been a laggard among Emerging Markets in 2020. The downgrade just makes the task of its economic recovery a little more daunting