Page 13 - Credit Suisse

Indian equities seen lagging other EM peers in the next few months

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

Stressed debt across sectors falls 37% in Q2 to Rs 15 trn: Credit Suisse

The share of debt with loss-making companies was also down to 23 per cent as compared to 28 - 30 per cent pre-Covid-19

Credit Suisse cuts stance on IT, healthcare; turns bullish on banks

In June, the brokerage had turned bullish on IT citing low P/E

Credit Suisse trails peers as key businesses miss analyst estimates

Net income dropped 38% to 546 million francs ($599 million), compared with expectations of 597 million francs, dragged lower by the key international wealth management and Swiss units

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

Credit Suisse Group taps BNP Paribas bankers for India wealth push

Credit Suisse is on a hiring spree in markets from China to Southeast Asia as it seeks to tap more business with rich Asians and boost revenue in the region

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

Strong growth in pharmacy business saves the day for Apollo Hospitals

Hospital business, though is recovering and along with fast-growing pharmacy segment and foray into online services should add to earnings, valuations

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.

This upstart Chinese brokerage is now bigger than Credit Suisse

Shares in the online broker and market data provider have rocketed 78 per cent this year, giving it a market value of more than 200 billion yuan ($29 billion)

Analysts positive on retail sector post Reliance Retail-Silver Lake deal

With RIL's retail arm, Reliance Retail, sealing its first stake sale deal with Silver Lake, analysts see the sector consolidating yet growing going forward

Evidence of further surveillance at Credit Suisse mounts up: Report

The bank had hoped that the departure of Thiam over the scandal and his replacement with Thomas Gottstein, a Credit Suisse veteran, would draw a line under the affair

Switzerland initiates probe against Credit Suisse over spying scandal

The move marks an escalation of regulatory involvement in the scandal, which has also seen probes by Swiss prosecutors

Why Premjis, Ambanis and Nadars beat non-family run companies

Family-owned businesses outdo peers in returns since 2006, suggests a Credit Suisse report

Credit Suisse Group plans to double headcount in China in 5 years

Credit Suisse will add to its China workforce as it targets a 100 per cent increase in revenue there

Pharmacy consolidation may disrupt domestic drug market: Credit Suisse

The report says if chemists are allowed to replace doctor's prescription with a generic drug, firms with high exposure to chronic therapeutic drugs will be impacted more

What Saudi Aramco's cut in capex could mean for mega deals in India

The oil producer is a JV partner with Indian state-run oil refiners to set up a mega refinery, and also plans to pick a stake in RIL's O2C business

Have the markets topped out? Here's what leading brokerages think

Though most analysts expect the global central banks to keep the liquidity tap open that should keep the markets supported, valuations of the Indian markets, they say, are beginning to look stretched

As Covid-19 reaches hinterland, is India's rural growth story getting over?

A recent report by Credit Suisse cautions that the spread of Covid-19 infections to Tier-III and -IV cities could stall the growth momentum

Top headlines: RIL becomes net debt free, ICICI Bank's stake sale and more

From Reliance Industries net debt free to India-China border clash, here are the top headlines of the day