News for Emkay Global Financial Services Limited (EMKAY.BO)

May 15, 2025 / 05:30AM GMTOperator Ladies and gentlemen, good day, and welcome to the Earnings Conference Call of Aditya Birla Real Estate hosted by Emkay Globa

IndusInd Bank faces uncertainty as CEO Sumant Kathpalia resigned following a ₹1,960-crore loss due to derivatives discrepancies, raising concerns about delayed recovery and business disruptions. Analysts suggest appointing a private-sector banker as the new CEO to navigate challenges in key portfolios like vehicle finance and microfinance. The bank's asset quality is under pressure, with rising non-performing assets.

Apr 28, 2025 / 10:30AM GMTOperator Ladies and gentlemen, good day and welcome to the UGRO Capital Limited Q4 FY25 conference call hosted by Emkay Global Financi

Apr 15, 2025 / 02:00PM GMTOperator Good evening, ladies and gentlemen. A very warm welcome to ICICI Lombard General Insurance Company Limited Q4 and FY2025 earn

Apr 15, 2025 / 12:00PM GMTOperator Ladies and gentlemen, good day and welcome to the ICICI Prudential Life Insurance Company Limited, FY 2025 earnings conferenc

The Sensex and Nifty rebounded sharply following Trump's tariff pause, driven by bond market pressure. Experts suggest cautious optimism, citing India's strong macros and relative insulation. While some see a potential rally, others advise sticking to large caps and a piecemeal investment approach due to ongoing global uncertainty. The market's future hinges on policy clarity.

Despite the market correction witnessed since September, Nirav Sheth, CEO - Institutional Equities, Emkay Global Financial Services, remains optimistic about the outlook, asserting that a bounce-back is likely in the coming months.

Crude oil prices heavily influence OMCs, as crude is their main raw material. When crude prices rise, OMCs experience higher input costs, which can compress their gross refining margins (GRMs) if they cannot pass on the increased costs to consumers due to government-imposed price controls on petrol, diesel, and LPG.

Emkay Global Financial Services said Q2FY25 earnings season was disappointing, with single-digit PAT growth for the Nifty and BSE500

Indian equity market to witness near-term weakness and heightened volatility in the first quarter of the calendar year (CY) 2025, according to Emkay Institutional Equities, part of Emkay Global Financial Services Limited.

Amid the ongoing selling on Dalal Street, the benchmark equity index has plunged nearly 10% since October 2024.

Shares of Bajaj Finance surged over 6 per cent on Thursday after the diversified non-banking finance company reported an 18 per cent increase in consolidated net profit to Rs 4,308 crore for the December quarter. The stock rallied 6.33 per cent intraday to touch Rs 8,249.95 - a 52-week high -- on the BSE.

Top picks for 2025 include Zomato, Lupin, Tata Motors, among others

Defying the bearish sentiment in the markets on Monday, ICICI Bank's share price rose by 2 per cent, reaching an intraday high of Rs 1,234.4 per share on the BSE. With a 1.5 per cent gain at the close, the stock emerged as the top performer on both the BSE Sensex and the National Stock Exchange Nifty 50 indices.

In the forthcoming earnings season, Emkay Global Financial Services believes that the near-term sector outlook staying muted, on weak execution by companies and an unfavourable macro.

Donald Trump's re-election as US president with 276 electoral votes raises expectations for a more assertive foreign policy while concerns linger regarding trade wars and immigration, particularly affecting relations with India and China.

A rise in retail-loan defaults in India due to aggressive lending practices is reverberating in the stock market, with analysts worrying about possible spillover into the broader economy. Concerns are mounting after lenders including Kotak Mahindra Bank Ltd. and IndusInd Bank Ltd. reported elevated stress in unsecured loans during second-quarter…

Bank Loans: Aggressive lending practices in India have led to a surge in retail-loan defaults, sparking concerns about the impact on the stock market and the broader economy. Several banks have reported increased stress in unsecured loans, causing their shares to decline. Analysts predict the situation will persist for several quarters as credit costs remain high and loan demand slows.

Retail-loan defaults are increasing in India. This is impacting the stock market. Analysts are concerned about the impact on the economy. Lenders are