Axis Direct Broker Research reports

Asian markets traded mixed as a softer U.S. inflation report helped Wall Street recover from two days of losses. The Nikkei rose 0.96%, while the Hang Seng and Shanghai indices declined by 0.29% and 0.21%, respectively.

Asian markets traded mixed as Wall Street extended its decline amid concerns over President Donald Trump's tariff plans and recession fears. The Nikkei increased 0.22%, while the Hang Seng and Shanghai indices slipped 0.27% and 0.15%, respectively.

We upgrade our rating from HOLD to BUY.

Asian markets traded lower, tracking a sell-off in U.S. equities and reacting to Japan's revised Q4 GDP, which came in at 2.2% on an annualised basis, below the previous estimate of 2.8%. The Nikkei, Hang Seng, and Shanghai indices declined by 1.55%, 0.36%, and 0.08%, respectively.

Asian markets traded mixed following a volatile week in global equities. China's consumer inflation fell below zero for the first time in 13 months, with the consumer price index declining 0.7% in February, compared to a 0.5% gain in January. The Nikkei traded higher by 0.54%.

Vedanta Limited - Company Update - Demerger (Not Rated)

We recommend a BUY rating on the stock with a target price of Rs 693/share, implying an upside of 10% from the CMP

Asian markets traded lower as yields on long-term Japanese government bonds surged to levels last seen during the 2008 financial crisis. The Nikkei, Hang Seng, and Shanghai indices declined by 1.69%, 0.86%, and 0.18%, respectively

Asian markets traded higher as Wall Street rallied overnight following U.S. President Donald Trump's decision to postpone tariffs on certain automakers. The Nikkei, Hang Seng, and Shanghai indices gained 0.82%, 1.83%, and 0.38%, respectively.

Axis Intellect (AI) Score based Top Ideas

Axis Intellect (AI) Score based Top Ideas

Asian markets traded higher as investors evaluated China's growth and inflation targets, though escalating global trade tensions and U.S. tariffs weighed on sentiment. The Nikkei, Hang Seng, and Shanghai indices gained 0.24%, 2.37%, and 0.12%, respectively.

We recommend a BUY on the stock with a target price of Rs 4,300/share, implying an upside of 10% from the CMP

Stock Ideas with specific strategies

We prefer TVS Motors and Hero Motocorp in 2Ws; M&M (non-coverage) as a play in the PV/LCV/tractor segment, followed by Maruti in PVs. We also keep a close watch on Ashok Leyland and Eicher (VECV) in the CV space for potential volume growth.

We recommend a BUY on the stock with a potential upside of 10% from the CMP.

We maintain our BUY rating on the stock

Asian markets traded lower following a sell-off on Wall Street after U.S. President Donald Trump reaffirmed that tariffs on Mexico and Canada would proceed as planned. The Nikkei, Hang Seng, and Shanghai indices declined by 2.15%, 1.21%, and 0.16%, respectively.

We maintain our BUY rating on the stock.

Asian markets advanced as investors reacted positively to stronger-than-expected Chinese PMI data while awaiting further clarity on U.S. President Donald Trump's tariff plans. The Nikkei, Hang Seng, and Shanghai indices gained 1.11%, 1.44%, and 0.48%, respectively.