
Varun Dubey
@VarunDubey85
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Principal News Analyst at ET Now / ET Now Swadesh , Ex-Senior Research Analyst at Zee Business & CNBC AWAAZ, MBA, CFA (ICFAI), Ex Jp Morgan
Mumbai, India
Joined May 2012
ओला इलेक्ट्रिक में BULL Vs BEAR - ओला इलेक्ट्रिक में तेजी करें या मंदी? - ओला इलेक्ट्रिक में तेजी के ट्रिगर्स? - ओला में कहां से मंदी के संकेत? पूरी डिटेल्स जानिए @VarunDubey85 और @Sharad9Dubey से #MarketWithSwadesh #StocksInNews #StocksInNews #OLAElectric
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#WATCH | Following the government’s announcement on GST reforms and tax rate cuts for the automobile industry, @VarunDubey85 breaks down Tata Motors’ revised vehicle prices #GSTReforms #GSTcouncilmeeting #TataMotors
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#WATCH | India’s Q1 FY26 GDP growth is expected to ease to 6.7%, weighed down by weak demand and tariff concerns. @VarunDubey85 breaks down the details #GDP #IndiaEconomy #Markets #FinanceNews
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#WATCH | India’s IIP growth hit a 4-month high of 3.5%, driven by the fastest manufacturing output in 6 months. However, mining output slumped to -7.2% vs 3.8% a year ago #IIP #IndiaEconomy #Manufacturing #Mining #Markets @VarunDubey85
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JM Financials on ITC Hotels Initiate Coverage Initiated with Sell, TP Rs 215 believe growth will be limited in the near term. Expect it to report 11%/13% CAGR in revenue and EBITDA over FY25-28E
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LLMs are getting better, faster, and smarter, and as they do, we need new ways to use them. Applications build with LLMs have transitioned from asking LLMs to write to letting LLMs drive actions. With that, comes new challenges in developing agentic applications.
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MOSL Initiate Coverage KPIT Tech ~ Buy, TP Rs 1600 Tata tech ~ Sell, TP Rs 580 Tata Elxsi ~ Sell, TP Rs 4600
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Jefferies on CRDMO Cohance life ~ Initiate, Buy, TP Rs 1150 Divis ~ Buy vs Hold TP Rs 7150 vs Rs 6750 Sai life ~ Top Pick ~ Buy, Target Rs 1100 vs Rs 1000 Piramal Ph ~ Buy, TP Rs 260 Gland Ph ~ Hold, TP Rs 1970 Laurus ~ Underperform , TP Rs 590 Syngene ~ Hold, TP Rs 720 vs 730
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#WATCH | Fed Chair Jerome Powell signals caution on rate cuts, flags inflation & labor market stress, but drops positive hints ahead of Sept meet #FederalReserve #USMarkets #JeromePowell #InterestRates @VarunDubey85
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#WATCH | Jackson Hole Speech: Fed Chairman Jerome Powell goes against expectations with dovish stance, hints at rate cut From policy framework to impact on markets and change in investors' approach, here are all the highlights @VarunDubey85 @NivedhanaPrabhu #JeromePowell
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#WATCH | The much-awaited Jackson Hole Symposium 2025 is underway! All eyes are on Fed Chair Jerome Powell’s keynote on rate path & policy framework as central bankers from 40 nations gather #JacksonHole #Fed #Powell #GlobalEconomy #Markets @VarunDubey85
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Three Initiating coverage reports today Jefferies on Bajaj Finserv Initiate ~ Buy Target Rs 2420 Nuvama on Hexaware Initiate ~ Buy, Target Rs 950 MOSL on HDB Financial services Initiate ~ Neutral, Target Rs 860
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#WATCH | All eyes on #JacksonHole! From Aug 21–23, global central bankers & economists meet as Fed Chair Powell attends his last symposium. Theme: Labor Markets in Transition. Markets await clues on rate cuts #Fed #Economy #InterestRates @VarunDubey85
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#Q1WithETNOW | Banking sector earnings wrap: Soft Q1, PSUs do marginally better than private banks From credit growth and profitability to internals and commentary, @VarunDubey85 breaks down the numbers #Banking #stockmarket #StockMarketUpdate
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Stocks In News | Tune in as @VarunDubey85 highlights the stocks that are in focus today! Stay tuned for more insights and analysis! #StockMarketUpdate #StockInNews
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#WATCH | RBI grants in-principle approval to Paytm Payments Services to function as an online payment aggregator @VarunDubey85 shares details @Paytm #Paytm #RBI
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#WATCH | As the street awaits inflation data to be released today, @VarunDubey85 explains what the polls are indicating. Listen in! #Inflation #Economy #Markets #Finance #DataWatch
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Stocks In News | Tune in as @VarunDubey85 highlights the stocks that are in focus today! Stay tuned for more insights and analysis! #StockMarketUpdate #StockInNews
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#Q1WithETNOW | Manappuram Finance's Q1 results weak on expected lines, but management commentary positive From the key metrics to brokerage views, @VarunDubey85 is here with the details #ManappuramFinance #StockMarket #StockMarketIndia
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#Q1WithETNOW | SBI Q1 earnings fineprint "The numbers are more or less on expected lines..." says Deven Choksey, DRChoksey Finserv, as he decodes the key points to track and also comments on provisioning numbers @VarunDubey85 @DevenChoksey #SBI #EarningsWithETNOW
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#Q1WithETNOW | SBI Set to Wrap Up Bank Earnings Season! Steady quarter likely with controlled cost ratios — Varun Dubey tells you what to expect👇 #SBI #StockMarket #EarningsWithETNOW @VarunDubey85
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