Jefferies
Lenskart share price jumps over 5% on strong Q2 results; Jefferies sets target at ₹500
Lenskart Solutions shares rose over 5% following strong Q2 results. The company shows growth potential with a low 5% market share in India's optical segment and a robust hybrid operating model.
3 min read1 Dec 2025US SEC probes Jefferies over links with bankrupt autoparts maker First Brands Group — Here's what we know
The US capital markets watchdog Securities and Exchange Commission (SEC) is investigating Jefferies over its links with bankrupt autoparts maker First Brands Group. Here's what we know about the investigation.
1 min read27 Nov 2025Jefferies' Chris Wood sees value emerging if gold prices fall another 15%. Here's why
Gold price is currently trading around $4,012/oz, and Chris Wood believes a correction of about 16% could create an attractive buying opportunity, aligning with the 200-day moving average of $3,371/oz.
2 min read7 Nov 2025Jefferies bets India's next big wealth engine will be infrastructure, not IT
Jefferies sees a decade-long shift from services to hard assets as India ramps up spending on airports, housing, energy, and global supply chain integration.
3 min read23 Sep 2025Jefferies' Chris Wood rejigs India portfolio: Adds Ambuja Cements, Ixigo, Lemon Tree Hotels; exits Reliance, Axis Bank
Christopher Wood of Jefferies has added Ambuja Cements, Ixigo, and Lemon Tree Hotels, each with a 4% weighting. Reliance Industries and Axis Bank were removed, and the weights of ICICI Bank, REC, and JSW Energy were reduced by one percentage point.
2 min read19 Sep 2025Divi's, Piramal Pharma to Sai Life: Jefferies lists four pharma stocks to buy for up to 30% gains. Do you own any?
India's CRDMO sector is set for growth in the next 3-5 years, with Jefferies highlighting four stocks including Divi's Labs, Sai Life are expected to gain 17-30%. Concerns persist regarding high valuations and earnings volatility for Laurus Labs, which received an 'Underperform' rating.
3 min read15 Sep 2025From HDFC Bank, ICICI Bank to Reliance— Jefferies suggests these 25 stocks as its bottom-up top ideas; do you own any?
As optimism grows in the Indian stock market, fueled by tax reforms and a positive macro outlook, Jefferies identifies 25 promising stocks for long-term investment. Discover which sectors are ripe for growth and where to find value in this shifting landscape.
12 min read12 Sep 2025Jefferies predicts a brief recovery for Indian stock markets; lists 8 top conviction picks
Jefferies anticipates a brief recovery in Indian equities due to stronger domestic inflows and improving earnings, but warns of sustainability issues. It highlights potential beneficiaries and notes that the MSCI India Index's underperformance suggests a possible catch-up period ahead.
2 min read15 Aug 2025Adani Power share price climbs 2% in a weak market, jumps 15% YTD; is it a stock to buy?
Adani Power shares rose 2% in intraday trading on July 9, opening at ₹600.20 and reaching a high of ₹609.95. Adani Power share price has clocked a decent gain of over 15 per cent year-to-date (YTD) against a nearly 7 per cent gain in the benchmark Sensex.
3 min read9 Jul 2025Newly listed auto components stock hits a record high; Jefferies initiates coverage with a buy call. Do you own?
Belrise Industries' stock has gained momentum, reaching a record high of ₹115 despite a rangebound Indian stock market. Shares opened at ₹113.20 and climbed over 2% in intraday trade to hit a high.
2 min read9 Jul 2025