Brokerages are divided on how a potential easing of India’s 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 BHEL’s market position largely intact, underpinning its positive long-term outlook on the stock.
BSE shares fall 2% as NSE makes market debut. Here’s why Macquarie sees 22% upside
On Thursday, BSE shares fell by 1.5%, coinciding with NSE’s much-anticipated market debut after a lengthy IPO process. The initial response from analysts was varied;
September 24, 2026