CNBC-Markets brings you daily investment tips from leading and experienced brokerage houses to help you get accurate investment advice and profits, so know which stocks are trending today. Also, what strategy have the brokerage houses adopted to earn profits on these shares? So let us know what is the strategy of the big brokerage on these shares-
UBS on GDP
FY25 real GDP growth fell to 6.3% on a year-on-year basis on UBS GDP. Policy support is required to maintain the growth rate at 6.5% on a year-on-year basis. Costs in consumption and capital expenditure will decline, while export contribution will increase. The recession was caused by weak growth in the manufacturing industry sector.
city on gdp
GDP growth on city GDP fell to 7 quarter low. FY25 real GDP growth stands at 6.4% on a year-on-year basis. He further said that a decline in consumption and capital expenditure has been observed. However, the service sector will remain bullish. RBI may consider CRR cut in December. Reduction in CRR will be considered to ease liquidity pressure.
gs on gdp
Goldman Sachs expects GDP growth for CY24 to decline by 30 bps to 6.4%. He further said that for FY25 the rate has been cut by 40 bps to 6.0%.
Nomura on GDP
Nomura saw the impact of slow consumption and slow investment on GDP. The effect of slow investment is indicating recession in the economy. RBI is expected to cut rates by 100 bps in December.
JP Morgan on GDP
JPMorgan projected nominal GDP growth to slow to 8% of GDP. He further said that this is the lowest since December 2020. RBI is expected to cut rates in February.
HSBC on GDP
HSBC said GDP growth in the quarter ended September was a slower-than-expected 5.4%. He says that RBI is expected to cut rates in February. Starting before December may provide liquidity facilities.
MS on GDP
Morgan Stanley has pointed to a slowdown in capital spending and private consumption on GDP. He said market-to-market GDP for FY2015 fell to 6.3% on a year-on-year basis. The contribution of net exports is positive.
