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Broker call● Neutral for Indian equities
AI earnings shield US stocks, but bond risks rise: Jefferies' Wood
The brief
- US equities have remained strong, supported by earnings growth from the AI capital expenditure cycle
- Rising bond yields and geopolitical risks are increasing risks
- Jefferies is bearish TCS, Wipro, 6 other IT stocks ahead of Q2 results. How many do you own?
- TCS, Wipro, other IT stocks rebound up to 6%, snapping 8-day losing streak. Why is Jefferies cautious?
- Jefferies sees HDFC Bank rerating potential tied to CEO succession and execution
- BSE shares fall 2%, down 30% in 4 months. Why Macquarie is bullish while Jefferies is cautious