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Moneycontrol

FII View

  • 100% sure of Fed hike; politics, not data, is key: Rabobank

    100% sure of Fed hike; politics, not data, is key: Rabobank   

    Speaking to CNBC-TV18 Michael Every of Rabobank said that the US Fed will raise rates this December. “We are 100 percent expecting it,” he said.

    02 Dec 2016, 11.33 am  |  Source: CNBC-TV18

  • Yellen may not want to hike rates if bond riot continues: CLSA

    Yellen may not want to hike rates if bond riot continues: CLSA  

    Christopher Wood of CLSA says any sharp stock-market decline triggered by a further bond riot could give the Janet Yellen-run Federal Reserve the excuse it could be looking for not to raise rates given the tightening imposed by do...

    02 Dec 2016, 10.57 am  |  Source: CNBC-TV18

  • Recent rally indicates better US growth on Trump`s tax cut: Siva

    Recent rally indicates better US growth on Trump's tax cut: Siva  

    Current rally reflects expectations of better US growth given Trump's tax cuts and infrastructure spending rather than just risk aversion or inflation accelerating, says Sakthi Siva of Credit Suisse.

    02 Dec 2016, 10.22 am  |  Source: CNBC-TV18

  • Next move is to buy rather than sell India story: Port Shelter

    Next move is to buy rather than sell India story: Port Shelter   

    Speaking to CNBC-TV18 Richard Harris, Chief Executive of Port Shelter Investment Management said that the US Fed has gone so far in not raising rates.

    02 Dec 2016, 8.25 am  |  Source: CNBC-TV18

  • Demonetisation, GST keep active investors on sidelines: Mishra

    Demonetisation, GST keep active investors on sidelines: Mishra  

    Lack of clarity on the lasting macro-economic impact of notes cancellation and potential disruption from GST is keeping active investors on the sidelines, Neelkanth Mishra of Credit Suisse says.

    01 Dec 2016, 11.43 am  |  Source: CNBC-TV18

  • Don`t see tide turning for EMs on a strong $: Australia Bank

    Don't see tide turning for EMs on a strong $: Australia Bank   

    As of now, global investors are a bit cautious on India because they don’t understand the risks and therefore are unable to plot for the short-term, said Nick Parsons, Head of Research, UK & Europe, National Australia Bank.

    01 Dec 2016, 9.50 am  |  Source: CNBC-TV18

  • Weakness in EMs an opportunity to buy not a threat: Hugh Young

    Weakness in EMs an opportunity to buy not a threat: Hugh Young   

    Hugh Young, MD, Aberdeen Asset Management Asia is of the view that demonetisation is a big reform in a country like India where things usually move slowly.

    30 Nov 2016, 11.24 am  |  Source: CNBC-TV18

  • Oil may rise $10 on a successful OPEC deal: Energy Aspect

    Oil may rise $10 on a successful OPEC deal: Energy Aspect   

    Virendra Chauhan, Oil Analyst, Energy Aspects believes if the deal is struck then there could be an initial knee-jerk reaction and crude prices would rise by even USD 10 per barrel but if there is no deal then it could signal a de...

    29 Nov 2016, 12.27 pm  |  Source: CNBC-TV18

  • Fed to hike rate in Dec; India better insulated from US: Ian Hui

    Fed to hike rate in Dec; India better insulated from US: Ian Hui   

    Italian Referendum on the upcoming weekend would not have an impact on global markets as Brexit or US elections had is the word coming in from Ian Hui, Global Market Strategist, JP Morgan Asset Management.

    29 Nov 2016, 10.50 am  |  Source: CNBC-TV18

  • Add utilities, telecom, pharma, oil marketing companies: BoAML

    Add utilities, telecom, pharma, oil marketing companies: BoAML  

    Sanjay Mookim of Bank of America Merrill Lynch says the conservative portfolio now would look to add utilities, telecom and oil marketing companies. A more balanced outlook would be to add also to pharma and quality banks.

    29 Nov 2016, 9.22 am  |  Source: CNBC-TV18

  • See Dollar Index rising 5%; wary of EMs for 6 months: AMP Cap

    See Dollar Index rising 5%; wary of EMs for 6 months: AMP Cap  

    Rising dollar strength is negative for EMs and so the trade of being pro-developed markets and short EM would continue for some more time, said Shane Oliver, Head Investment Strategy & Chief Economist, AMP Capital Investors.

    29 Nov 2016, 8.58 am  |  Source: CNBC-TV18

  • See Dollar Index rising 5%, wary of EMs now: AMP Cap

    See Dollar Index rising 5%, wary of EMs now: AMP Cap   

    Speaking to CNBC-TV18 Shane Oliver, Head, Investment Strategy & Chief Economist at AMP Capital Investors said that December seasonally is a strong month. There is a pause right now, he said, adding that events like Italian referen...

    29 Nov 2016, 8.08 am  |  Source: CNBC-TV18

  • Asian markets look attractively valued, overweight on IT: Citi

    Asian markets look attractively valued, overweight on IT: Citi  

    Markus Rosgen of Citi says Asian markets look attractively valued. Mean-reversion on valuation over the next five years would deliver an annual return of 8.9 percent.

    28 Nov 2016, 10.38 am  |  Source: CNBC-TV18

  • Don`t see V-shaped recovery, more rate cuts seen: Ridham Desai

    Don't see V-shaped recovery, more rate cuts seen: Ridham Desai  

    Proprietary sentiment indicator has still not hit the buy zone so there may be some downside in the near term and thus, the recovery from the recent damage to share prices may not be V-shaped, says Ridham Desai of Morgan Stanley.

    28 Nov 2016, 9.28 am  |  Source: CNBC-TV18

  • Expect GDP & earnings to trend down for next 2 qtrs: BNP Paribas

    Expect GDP & earnings to trend down for next 2 qtrs: BNP Paribas   

    GDP and corporate earnings could drag down for next two quarters, Manishi Raychaudhuri, Asian Equity Strategist - Equity Cash Asia Pacific at BNP Paribas, said adding that a variety of factors including demonetisation have rendere...

    25 Nov 2016, 10.00 am  |  Source: CNBC-TV18

  • See market weakness if US 10-year yield breaks above 3.05%: CLSA

    See market weakness if US 10-year yield breaks above 3.05%: CLSA  

    Laurence Balanco of CLSA says tactically, he is looking for a minor pullback to relieve the momentum extremes seen in leading markets (US and Japanese equities, US dollar, US 10-year yield, copper).

    25 Nov 2016, 9.09 am  |  Source: CNBC-TV18

  • Demonetisation: FIIs willing to tolerate short-term pain for 6-9 mnths,says Citi

    Demonetisation: FIIs willing to tolerate short-term pain for 6-9 mnths,says Citi   

    Citi was bearish on the dollar earlier. But after Donald Trump winning the US presidential elections, it has become bullish. Robert Buckland of Citi says the dollar will appreciate by around 8 percent soon.

    24 Nov 2016, 9.53 pm  |  Source: CNBC-TV18

  • Demonetisation not a well thought-out plan: Mark Mobius

    Demonetisation not a well thought-out plan: Mark Mobius   

    Speaking to CNBC-TV18 Mark Mobius of Templeton EM Group said that purpose behind demonetisation move is noble. But this is not the way to go about it, he said, as the big corrupt guys will have got away.

    24 Nov 2016, 12.58 pm  |  Source: CNBC-TV18

  • Demonetisation pain unlikely to be beyond two quarters: CLSA

    Demonetisation pain unlikely to be beyond two quarters: CLSA  

    Mahesh Nandurkar of CLSA says the government's well-intentioned currency demonetisation move has created business disruptions for the near term.

    24 Nov 2016, 9.17 am  |  Source: CNBC-TV18

  • Dollar-Re may grind higher up to 69.50 by next yr: Credit Suisse

    Dollar-Re may grind higher up to 69.50 by next yr: Credit Suisse   

    Speaking to CNBC-TV18, Ray Farris of Credit Suisse said that the rupee in the emerging market basket of 20 currencies which he covers is relatively strong. The Indian rupee has fallen by over 2 percent since November 8, but it is ...

    23 Nov 2016, 11.09 am  |  Source: CNBC-TV18

  • Demonetisation: Samir Arora not hopeful of consumer stocks picking up in 6 mnths

    Demonetisation: Samir Arora not hopeful of consumer stocks picking up in 6 mnths   

    In the past 4-5 years, investors didn’t make money in sectors such as realty, pharma and IT; only consumer stocks were profitable and demonetisation has blown away that advantage with demonetisation, Helios Capital Management Fo...

    23 Nov 2016, 11.00 am  |  Source: CNBC-TV18

  • Sensex target @ 25000 by 2016 end, FII selloffs weigh: Deutsche

    Sensex target @ 25000 by 2016 end, FII selloffs weigh: Deutsche  

    Demonetisation move by the government and likely further strengthening of dollar on hopes of Fed rate hike in December dampened the market sentiment. FIIs started pulling out money from emerging markets since October. Brokerage ho...

    21 Nov 2016, 1.02 pm  |  Source: Moneycontrol.com

  • Buy on dip, demonetisation & GST to boost eco in long term: Pros

    Buy on dip, demonetisation & GST to boost eco in long term: Pros  

    Adrian Mowat of JP Morgan says the implementation of GST is another source of near term economic risk with significant long-term benefits. "We are buyers into the weakness," he adds.

    21 Nov 2016, 9.00 am  |  Source: CNBC-TV18

  • IT at attractive valuations, plan to top up holdings: Ashburton

    IT at attractive valuations, plan to top up holdings: Ashburton   

    Headwinds in the IT sector remains high but the valuations at which IT stocks are trading now looks attractive and Ashburton looks at the sector with a view of topping up its holdings, Jonathan Schiessl said.

    18 Nov 2016, 10.47 am  |  Source: CNBC-TV18

  • Add utilities, pharma, staples, OMCs stocks to portfolio: BoAML

    Add utilities, pharma, staples, OMCs stocks to portfolio: BoAML  

    Sanjay Mookim of Bank of America Merrill Lynch says without a private capex cycle, Indian consumption is the only 'hope' in town. According to him, long-term investors may look to ride through this dip in consumer activity.

    18 Nov 2016, 9.31 am  |  Source: CNBC-TV18

  • Easing FDA troubles to support pharma valuations: Analyst

    Easing FDA troubles to support pharma valuations: Analyst   

    Incremental US regulatory approvals to boost growth of large cap domestic drug players, according to Abhishek Singhal of Macquarie Capital Services.

    17 Nov 2016, 12.55 pm  |  Source: CNBC-TV18

  • 5-10% correction in housing fin cos make them attractive:Analyst

    5-10% correction in housing fin cos make them attractive:Analyst   

    Investors, Ganapathy said, should look to buy into any correction in housing finance stocks. Large housing finance companies (HFCs) are more favourable in this market, he said, adding that a 5-10 percent estimated correction from ...

    17 Nov 2016, 11.41 am  |  Source: CNBC-TV18

  • Market looks oversold, rebound rally likely, says CLSA

    Market looks oversold, rebound rally likely, says CLSA  

    Laurence Balanco of CLSA says the Philippine Stock Exchange, Hang Seng & Nifty have been the weakest markets having broken below their respective August/September lows, but are now 'oversold' & due a rebound rally.

    17 Nov 2016, 9.08 am  |  Source: CNBC-TV18

  • Rising US approvals to boost earnings for pharma: IDFC Sec

    Rising US approvals to boost earnings for pharma: IDFC Sec   

    Over the past few months, US FDA has given a go-ahead to many of Indian drug makers’ manufacturing units, besides drug approvals. Indian pharma sector is going through an exciting phase as there is a strong pick-up in approvals ...

    16 Nov 2016, 12.37 pm  |  Source: CNBC-TV18

  • US Fed move won`t hit interest rates of Asian markets: Ecognosis

    US Fed move won't hit interest rates of Asian markets: Ecognosis   

    Refuting such predictions, Andrew Freris, CEO of Ecognosis Advisory opines that that small Asian markets are massively outperforming developed markets.

    16 Nov 2016, 9.09 am  |  Source: CNBC-TV18

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