#CNBCTV18Market | JPMorgan on steel: There are signs of policy easing in China. Exports could further reduce driving regional HRC prices higher
#CNBCTV18Market | Morgan Stanley on Life Insurance: SBI Life continued to gain market share & is our top pick. ICICI Pru's growth for the month was relatively muted
#CNBCTV18Market | Credit Suisse maintains outperform on IndiGo, says continued strong yields & traffic may turn quarter profitable
#CNBCTV18Market | JPMorgan on telecom: Key risk is SIM consolidation and downtrading for price-sensitive customers. Indus Tower is the best play on idea's business stability
#CNBCTV18Market| GS maintains buy call on Bharti Airtel. See upside risks to earnings if ARPUS were to be closer to the company-guided number. Co trades at 8x FY23E EV/EBITDA, broadly in line with its historical trading average
#CNBCTV18Market | Headline Growth of life insurance cos is Strong But YoY Trends Slowing Down. Reiterate Buy Call On SBI Life & HDFC Life, says GS
#CNBCTV18Market | GS reiterate buy call on ICICI Bank says visibility to 2% RoA has strengthened. The loan growth potential of 19% CAGR over FY21-24
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#RBIPolicy | Indian economy & financial sector stand out as strong & resilient, and domestic macro-economic fundamentals are strengthening. Rural demand is on a revival path: @DasShaktikanta
#RBIPolicy | See easing of inflation observed across all headline inflation categories, forecast of normal monsoon augurs well for Kharif crop: RBI Governor @DasShaktikanta says
#RBIPolicy | Goal is to reach the targeted 4% inflation going forward, our monetary policy actions are yielding desired results giving us space to keep rates unchanged in this meeting: RBI Governor @DasShaktikanta says
#CNBCTV18Market | Co targets 300 bps EBITDA margin expansion for PV business, see the quantum of PLI scheme tailwinds to EV profitability: GS on Tata Motors
#CNBCTV18Market | UBS gives sell rating on Tata Motors, co aims for near zero net debt in India ops by FY25 despite ₹8,000 cr capex in FY24
#CNBCTV18Market | CV segment growth should moderate in FY24, co stands to benefit from Tata Group’s foray into cell manufacturing: JPMorgan on Tata Motors