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[hfe_template id='11223'] [ad_1] A batch of U.S. retail earnings reports in the coming week is set to shed more light on the economic fallout from the shifting tariff backdrop and test the stock market's sharp rebound. Results from retailers including Target, Home Depot and Lowe's arrive as investors have become less worried that U.S. President Donald Trump's tariffs will send the economy into a recession, particularly following the recent U.S.-China trade truce between the world's two largest economies. But a warning from Walmart on Thursday that the world's largest retailer will have to start raising prices due to the high tariffs is putting other retailers in the spotlight, as investors watch how they are reacting to a trade backdrop that remains in flux. "Retailers are going to be incredibly important, especially after what happened with Walmart's announcement," said Matthew Maley, chief market strategist at Miller Tabak. Maley sa...

[hfe_template id='11223'] [ad_1] Brokerage JPMorgan maintained an overweight rating on SBI and Macquarie upgraded Escorts to outperform. CLSA downgraded Sula to underperform while maintaining a sell on Asian Paints post Q4 results. We have collated a list of recommendations from top brokerage firms from ETNow and other sources: JPMorgan on SBI: Overweight| Target Rs 1000 JPMorgan maintained an overweight rating on SBI but raised the target price to Rs 1000 from Rs 725 earlier. The FY24 print shows that the growth and the return on equity (ROE) gap to private banks has closed out. The global investment bank expects a similar dynamic to sustain this year as well.Positioning is enviable with a growth pick-up in corporate loans, low pressure on opex, and a favourable asset quality environment.Despite potentially lower recovery income in FY25, we think the bank can continue to print 1%+ ROA. CLSA on Sula: Underperform| Target Rs 515 CLSA downgraded Sula to underperform from a...