UBS Securities

Sunil Tirumalai, strategist, UBS Securities India, says India's high valuations and a depreciating rupee could act as headwinds for the domestic markets

According to UBS, the key among Reliance Industries' stock price performance drivers are new investment opportunities to deploy large cash flows profitably.

The recovery from lockdowns has been reasonably good without any big government stimulus, says Tirumalai

The Reserve Bank also forecasts 9.5 per cent GDP growth this fiscal while the average projection ranges from 8.5 to 10 per cent. The government projection is around 10 per cent.

UBS, Credit Suisse see emerging markets doing well next year, but expect India to underperform, given its rich valuations

US-based Bernstein slashes rating to underweight, almost halves target price; UBS maintains positive stance

There could be some pain in the next two-three quarters given how Covid-19 situation pans out

Two cases tested positive for the coronavirus infection in India on Monday, after the initial set of three cases in Kerala were successfully treated

The value of a strategic privatisation could easily be two to three times these companies' typical valuation

Gautam Chhaochharia, head of India research, UBS Securities, in an interview with Hamsini Karthik says the markets remain in an expensive zone despite the recent correction

This growth in corporate earnings, UBS believes, can come about if the real gross domestic product (GDP) grows at 8 per cent-plus

The government has already touched 96.1% of its full-year fiscal deficit

Interview with Head of global emerging markets strategy, UBS Securities