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July 5, 2026, 02:55 PM - 4 min read
The report argues that the inflection point will arrive when markets begin focusing on what it describes as a significant transfer of wealth from the balance sheets of major US technology companies to semiconductor manufacturers and suppliers in North Asia.
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May 24, 2025, 12:11 PM - 3 min read
Asian currencies to enjoy long-term appreciation against USD as gross national savings of Asia are higher compared to G7 countries: Jefferies.
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April 21, 2025, 03:26 PM - 4 min read
Investment bank and financial services firm Jefferies has warned that US President Donald Trump's tariff war is eroding America's economic leverage against China and emerging markets like India. The report highlights the widening investment deficit, low household savings, and weakening global confidence.
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March 15, 2025, 03:00 PM - 4 min read
The Non-Banking Financial Companies (NBFC) sector in India is showing signs of improvement as macroeconomic challenges ease and the Reserve Bank of India (RBI) adopts a more supportive stance.
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