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China factor explained: Jefferies and JM Financial analysts decode the upside and risks for BHEL shares after 10% crash Why BJP is wary of the Marathi factor in BMC polls

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China factor explained: Jefferies and JM Financial analysts decode the upside and risks for BHEL shares after 10% crash

Business

Economic Times•Jan 9

China factor explained: Jefferies and JM Financial analysts decode the upside and risks for BHEL shares after 10% crash

Brokerages are divided on how a potential easing of Indias restrictions on Chinese firms bidding for government contracts could affect Bharat Heavy Electricals Ltd. While Jefferies flags competitive risks if curbs are lifted, JM Financial argues that any relaxation, especially at the component level, would lower costs, improve execution and leave BHELs market position largely intact, underpinning its positive long-term outlook on the stock.

Why BJP is wary of the Marathi factor in BMC polls

India

The Indian Express•Dec 16

Why BJP is wary of the Marathi factor in BMC polls

As a possible reunion of estranged Thackeray cousins ahead of the Brihanmumbai Municipal Corporation (BMC) elections looms, the BJP is treading cautiously around Marathi asmita, a factor that has helped the...