CLSA predicts muted Nifty 50 returns for 2025; replaces HDFC Bank with Tata Motors, NTPC and THESE stocks in portfolio | Stock Market News

CLSA predicts muted Nifty 50 returns for 2025; replaces HDFC Bank with Tata Motors, NTPC and THESE stocks in portfolio | Stock Market News

Source: Live Mint 2025 Market Outlook: CLSA anticipates a challenging year for the Nifty in 2025, driven by an uncertain and risky global macro environment coupled with a near-term economic slowdown in India. The research firm forecasts muted returns for the index due to elevated valuations and underperformance of actual capex spending versus expectations. CLSA…

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Mcap of 4 of top-10 most valued firms fall by  ₹96,606 crore; HDFC Bank biggest hit | Stock Market News

Mcap of 4 of top-10 most valued firms fall by ₹96,606 crore; HDFC Bank biggest hit | Stock Market News

Source: Live Mint The combined market capitalisation of four of the top 10 most valuable companies declined by ₹96,605.66 crore last week, with HDFC Bank experiencing the sharpest loss. Among the top firms, Tata Consultancy Services (TCS), HDFC Bank, ICICI Bank, and State Bank of India saw their valuations decrease, while Reliance Industries, Bharti Airtel,…

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Jefferies turns positive on HDFC Bank; reveals 22 stocks of its India long-only equity portfolio | Stock Market News

Jefferies turns positive on HDFC Bank; reveals 22 stocks of its India long-only equity portfolio | Stock Market News

Source: Live Mint Global brokerage firm Jefferies has brought back HDFC Bank to its Asia ex-Japan long-only portfolio. At the same time, it has trimmed its investments in Macrotech Developers, Larsen & Toubro (L&T), ICICI Bank and Axis Bank by one percentage point each. “An investment in HDFC Bank will be reintroduced in the Asia…

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