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Broker call● mixedBPCL, HPCL, IOC, ONGC, Adani Power: Morgan Stanley positive on oil stocks, flags 3 surprisesIndian OilOil and gas companiesCrude oil
Market move● mixedWall Street’s ‘80/20’ shift gains momentum as stocks reboundWall StreetGlobal markets
Broker call● mixed‘We were wrong.’ Why Morgan Stanley changed its tune on the U.S. dollar — and what it expects now.Rising bond yields and expected Fed rate hikes prompted Morgan Stanley to revise its dollar forecastUS dollarUS FedBond yields
Broker call● mixedMorgan Stanley now expects two quarterly BoE hikes amid tough fiscal backdropRepo rate
● mixedJPMorgan CEO Jamie Dimon warns Trump against punishing India; gives this advice on Russian oil importsJamie Dimon urged dialogue over potential US punishment of India linked to Russian oil importsDonald TrumpRussian oilRussia
Deal▲ bullishGoldman Sachs buys stake in Firstcry brand parent owner Brainbees Solutions | Check price, quantity tradedGoldman Sachs bought 68 lakh Brainbees Solutions shares at ₹175 eachBrainbees SolutionsStartup fundingBernstein
Broker call▲ bullishAnalysts see up to 51% upside for Vishal Mega Mart after investor dayJefferies and Morgan Stanley see up to 51% upsideVishal Mega MartMarket valuations
● mixedMorgan Stanley’s accidental email exposes more than 100 potential Asia dealsAn accidental email sent clients an internal list of more than 100 potential investment-banking deals across AsiaBanksSEBIStockbrokers