Capital Cow Research

Silver lining: Strong earnings, M&A, cyclicals and Unilever lift European stocks
European shares posted their second week of gains on Friday with personal and household goods stocks led by a leap in UnileverBSE -0.51 %'s shares after a takeover bid, though banking and resources stocks saw a pull-back.
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Silver lining: Strong earnings, M&A, cyclicals and Unilever lift European stocks A prime example of M&A activity was a surprise $143 billion takeover bid from US food company Kraft Heinz Co for household goods' Unilever.

FIIs make big deposit in HDFC Bank
Foreign investors made the biggest single-day purchase of shares in nearly two years on Friday, helping private sector lender HDFC BankBSE 3.75 % rise to a record high and overtake energy behemoth Reliance IndustriesBSE 0.98 % as the second-most valuable company on the market.
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FIIs make big deposit in HDFC Bank - The Economic Times HDFC Bank trades a price-tobook value of 4.57, the highest among private banks, which trade at an average P/B of 2.2 times.

CLSA, Macquarie say HDFC Bank may come back to RBI's FII caution list
MUMBAI: Global brokerages CLSA and Macquarie said that HDFC may go back to the Reserve Bank of India's FII caution list as headroom for foreign investors to buy the shares is limited after the central bank removed restrictions placed on incremental purchase of its shares on Thursday.
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CLSA, Macquarie say HDFC Bank may come back to RBI's FII caution list Macquarie said foreign investors will fill up the gap immediately in the coming weeks and that HDFC Bank is likely to go back into the FII caution or restricted list of the RBI.