Emkay Global Financial Services Ltd

Emkay Global is a leader in #financialservices sector, actively creating wealth for our clients for over three decades.

[Emkay Global Financial Services Ltd @EmkayGlobal]

Markets thrive on growth. Societies thrive on continuity. And neither is possible without a healthy planet.

This World Environment Day, let us commit to investing our efforts where future generations will see the greatest returns - a more sustainable world.

Because preserving nature isn't about protecting the future.

It's about ensuring there is one.

🌱 Happy World Environment Day.

[Emkay Global Financial Services Ltd @EmkayGlobal]

With an eye on #inflation and the #rupee the @RBI MPC has taken a calculated call and left the rates unchanged.

Our Chief Economist @MadhaviArora7 decodes the perspective.

"While the RBI held rates at today’s MPC as expected, the major announcements were around managing FX volatility and boosting capital inflows (subsidized FX swap rates for PSU ECBs, hedging cost subsidies for FCNR(B) deposits, Gsec FAR universe expanded to include 15Y+ securities etc). These, along with the government’s relaxation of FII taxes on Gsec investments, should help shore up the currency and could potentially lead to USD30-50bn of inflows in the year. It is clear that the RBI will only raise rates now when inflation becomes entrenched and has second-round effects, with a clear delineation between monetary and FX policy. The MPC acknowledged risks to the growth-inflation outlook due to the ongoing West Asia crisis, and raised the inflation forecast to 5.1% (Emkay: 5.1%) while lowering growth forecast to 6.6% (Emkay: 6.3%), with upside/downside risks respectively."

Her perspective published on -

@moneycontrolcom - https://t.co/QIJ9Dx9sGB

@businessline - https://t.co/7nClas69hm

[Anirban Chowdhury @AnirbanET]

Will the rupee hit 100 to the dollar?

The podcast team and ET's banking and finance reporter @rozesandbuds put this question to India's top bank economists @gaurasengupta (@IDFCFIRSTBank ), @KanikaPasricha (@UnionBankTweets ), @MadhaviArora7 (@EmkayGlobal) and Dhiraj Nim (ANZ)...

.....and the consensus was clear: not in FY27, but FY28 is a real risk.

The triggers: Strait of Hormuz, oil above $100, and foreign capital staying away.

Deterrents: RBI's pledge to not let the rupee cross the psychological mark.

Link to full episode in thread

[Emkay Global Financial Services Ltd @EmkayGlobal]

As @NiravSheth1969 indicated that while global #investment in AI was booming, India has been on the wrong side of the trade. Read the full interview also featured in @ETMarkets

https://t.co/MHjsp9bN6I

#Markets #StockmarketIndia #Sensex

[Emkay Global Financial Services Ltd @EmkayGlobal]

Indian equities continue to navigate a complex mix of resilient domestic fundamentals and evolving global risks - from energy market volatility and geopolitical developments to shifting capital flows and earnings expectations.

In an environment where market leadership is becoming increasingly selective, institutional investors are focused on identifying opportunities that can withstand both noise and cycles.

Our CEO – Institutional Equities, @NiravSheth1969, shares his perspective on markets, sectors, and the investment outlook ahead.

📺 Watch him LIVE on @ETNOWlive
🎙️ In conversation with @sajeetkm and @Ashesha_A
🕝 Today at 2:15 PM

▶️ Streaming LIVE on @YouTube - https://t.co/8iicrCudwK

#IndianMarkets #InstitutionalEquities #MarketOutlook #Investing #CapitalMarkets #EquityResearch #StockMarketIndia #MarketStrategy #ETNow #IndiaGrowthStory

[Emkay Global Financial Services Ltd @EmkayGlobal]

Indian equities continue to navigate a complex mix of resilient domestic fundamentals and evolving global risks - from energy market volatility and geopolitical developments to shifting capital flows and earnings expectations.

In an environment where market leadership is becoming increasingly selective, institutional investors are focused on identifying opportunities that can withstand both noise and cycles.

Our CEO – Institutional Equities, @NiravSheth1969, shares his perspective on markets, sectors, and the investment outlook ahead.

📺 Watch him LIVE on @ETNOWlive
🎙️ In conversation with @sajeetkm and @Ashesha_A
🕝 Today at 2:15 PM

▶️ Streaming LIVE on @YouTube - https://t.co/8iicrCudwK

#IndianMarkets #InstitutionalEquities #MarketOutlook #Investing #CapitalMarkets #EquityResearch #StockMarketIndia #MarketStrategy #ETNow #IndiaGrowthStory

[Emkay Global Financial Services Ltd @EmkayGlobal]

https://t.co/i8rg6yIR2J

Indian equities continue to navigate a complex mix of resilient domestic fundamentals and evolving global risks - from energy market volatility and geopolitical developments to shifting capital flows and earnings expectations.

In an environment where market leadership is becoming increasingly selective, institutional investors are focused on identifying opportunities that can withstand both noise and cycles.

Our CEO – Institutional Equities, @NiravSheth1969, shares his perspective on markets, sectors, and the investment outlook ahead.

📺 Watch him LIVE on @ETNOWlive
🎙️ In conversation with @sajeetkm and @Ashesha_A
🕝 Today at 2:15 PM

▶️ Streaming LIVE on @YouTube - https://t.co/8iicrCudwK

#IndianMarkets #InstitutionalEquities #MarketOutlook #Investing #CapitalMarkets #EquityResearch #StockMarketIndia #MarketStrategy #ETNow #IndiaGrowthStory

[Emkay Global Financial Services Ltd @EmkayGlobal]

Store growth. Margin expansion. Repeat customers. AI-led innovation.
Lenskart continues to build on every growth lever.
A strong Q4, healthy expansion across India and overseas, and continued investments in manufacturing are strengthening the business for the long term.
Watch our latest Stock Track as we decode what’s driving the momentum.
#StockTrack #Lenskart #MarketInsights #RetailIndia #ConsumerStocks #EmkayGlobal

[Emkay Global Financial Services Ltd @EmkayGlobal]

Kind Attn Dear Shareholder,
Update Know your Customer (KYC) details, bank account, mandates nominee registration and contact information to facilitate the direct payment of unpaid/unclaimed dividends to your account in order to prevent transfer of unpaid or unclaimed dividends/shares to Investor’s Education and Protection Fund (“IEPF”), pursuant to the guidelines issued by the Investor’s Education and Protection Fund Authority (“IEPFA”), Ministry of Corporate Affairs (“MCA”).
In case of any queries, you can contact our Registrar to an Issue and Share Transfer Agent (“RTA) – M/s. MUFG Link Intime India Private Limited (Formerly known as Link Intime India Private Limited).

#InvestorEducation #Investorawareness

[Emkay Global Financial Services Ltd @EmkayGlobal]

Not every cyber threat comes from outside.
Sometimes, it walks in through a USB drive.
Unknown pendrives, personal devices, and unsecured USBs can silently introduce malware, steal data, or compromise entire systems.
Think before you plug in.
One small device can create a big security risk.

#CyberSecurity #InformationSecurity #DataProtection #CyberAwareness #WorkplaceSecurity

[Emkay Global Financial Services Ltd @EmkayGlobal]

The RBI dividend announcement comes at a critical juncture for the Indian economy and financial markets—holding implications for fiscal flexibility, liquidity conditions, bond yields, and the broader macro outlook.

What does this mean for government finances, monetary policy expectations, and market sentiment going forward?

Our Chief Economist @MadhaviArora7 shared her perspective in conversation with @latha_venkatesh on @CNBCTV18Live

🎥 Streamed live on our @LinkedIn page, watch the deferred telecast now on @YouTube - https://t.co/sbPBwVy62q

A conversation decoding the @RBI dividend, fiscal dynamics, liquidity, and the evolving macro environment for India.

#Nifty #Stock

[Emkay Global Financial Services Ltd @EmkayGlobal]

What could an El Niño event mean for India’s economy and markets?

This short video highlights key insights from the latest India Strategy Report by @seshadriksen , exploring the climate-related risks, macro implications, inflationary pressures, and sectoral impact that institutional investors should monitor closely.

A focused perspective for CIOs, allocators, wealth platforms, and long-term investors assessing India’s evolving risk environment.

Comment “India Report” below and we’ll share the registration link for the full report.

#ElNino #IndiaStrategy #ClimateChallenges #InvestmentOutlook #InstitutionalInvestors #MacroStrategy #IndiaMarkets #Research #CIO #EconomicOutlook

[Emkay Global Financial Services Ltd @EmkayGlobal]

The @emkayglobal media roundtable has generated significant interest among our friends covering #stockmarkets in #India

Here is the latest from the keyboard of @apex_pawan published on @business_today

Nifty at 29,000? Why Emkay sees upto 23% rise despite geopolitical concerns, energy crisis
Emkay Global has reiterated its constructive view on Indian equities, even as the prolonged Middle East conflict and high crude oil prices keep markets on edge.

Read the full article here - https://t.co/awGA0TtBf2

#banknifty

[Emkay Global Financial Services Ltd @EmkayGlobal]

Highly positive response to the @EmkayGlobal Media Roundtable webinar conducted for our professionals in Print, Digital and Broadcast media. For our journalist friends who missed the webinar, you can follow us and we can share the link on DM.

Watch out for some great insightful coverage coming across the board.

[Emkay Global Financial Services Ltd @EmkayGlobal]

In an increasingly fragmented global environment shaped by tariffs, supply chain realignments, and geopolitical uncertainty, resilience is becoming a defining strategic priority for Indian businesses with global ambitions.

Pleased to see our Chief Economist @MadhaviArora7 joining industry leaders at @gtrworldindia to discuss how corporates are navigating disruption, adapting operations, and building long-term resilience in a rapidly evolving global trade landscape.

A timely conversation on trade, geopolitics, capital flows, and the future of Indian enterprise.

Read up more on @LinkedIn - https://t.co/RNGBnKb1PY

#GTRIndia #Geopolitics #Tariffs #IndianEconomy #TradeFinance #GlobalTrade #EconomicOutlook #SupplyChains #CorporateStrategy #InstitutionalResearch #IndiaGrowthStory

[Emkay Global Financial Services Ltd @EmkayGlobal]

Indian markets seen weak at open amid Iran-US tensions and global cues
While near-term volatility is likely, analysts remain cautiously optimistic, with @EmkayGlobal maintaining a March 2027 Nifty target of 29,000

writes @marketbadri in the @businessline while the print edition carries our perspective.

[Emkay Global Financial Services Ltd @EmkayGlobal]

Quoted by @InformistMedia

RBI may hike repo rate by 100 bps FY27 if energy crisis continues, says @EmkayGlobal

Read on https://t.co/tsFHsgDagB

#Rupee #USDINR #news

[Emkay Global Financial Services Ltd @EmkayGlobal]

@iamsubhojit writes in @fortuneindia

Despite surge in oil prices, @EmkayGlobal bullish India view; sees Nifty at 29,000 by March 2027

Read on - https://t.co/FrclQdPbHM

#Nifty50 #Crudeoil #News

[Emkay Global Financial Services Ltd @EmkayGlobal]

#ETmarkets Journalist @PodishettyAkash writes

Why @EmkayGlobal is seeing Nifty at 29,000 by March 2027 despite oil shock, West Asia tensions

Read on @ETMarkets -

https://t.co/kHr25ntCkl

#crudeoil #USDINR #Rupee