Nomura said that the direct impact of higher chip tariffs on Asia will be muted for two reasons: limited room for substitution and price inelasticity of AI demand. It, however, maintained that the ...
Analysts at Nomura downgraded Baidu (NASDAQ:BIDU) to "neutral" from "buy" on Wednesday. They said the company has a good ...
Nomura projects Nifty50 to reach 23,784 by end of 2025, with a range of 21,800-25,700. The brokerage advises caution, citing ...
Analysts’ forecasts for Japanese stocks show little correlation with their actual performance, according to an analysis of 20 ...
Nomura sees Nifty50 reaching 23,784 by December 2025, implying an upside of just 3.7 per cent in the rest of the calendar ...
The brokerage projects Nifty in the 21,800-25,700 range, based on 17.0-20.0X December 2026F earnings. In a best-case scenario ...
As its top picks in the NBFC sector, Nomura is bullish on Shriram Finance stock, which boasts of 15-16 per cent asset under ...
Nomura said it is highly selective and is avoiding richly-valued stocks. It is 'Overweight' on financials, FMCG, oil and gas, ...
While Nomura does expect a cyclical recovery, the firm warns of near-term earnings growth challenges and advices investors to ...
The U.S.'s threatened tariffs on chips will likely have limited direct impact on Asia, Nomura analysts said in a research note. Given the inadequate fabrication capacity in the U.S. and the ...
Nomura analyst Jialong Shi downgraded Baidu (BIDU) to Neutral from Buy with a price target of $98, down from $104, following the Q4 report.