The first quarter earnings season has not been somewhat weak compared to expectations but the market had run ahead pricing in an immediate recovery, says Nitin Jain of Kotak UK.
22 Jul 2016, 12.05 pm | Source: CNBC-TV18
Billionaire investor Warren Buffett told CNBC on Thursday that companies should stop issuing earnings guidance because it can lead to "a lot of malpractice" and "bad results."
21 Jul 2016, 7.48 pm | Source: CNBC
Emerging markets, including India, have performed better than developed markets recently, and the rally may have more legs to go, says Ian Hui of JP Morgan Asset Management.
21 Jul 2016, 8.38 am | Source: CNBC-TV18
Desai likes discretionary consumption, retail banks and select industrials. He is underweight on telecom, materials, consumer staples and healthcare.
20 Jul 2016, 7.39 am | Source: CNBC-TV18
Darby remains overweight EMs and are mildly bullish on India.
19 Jul 2016, 7.44 am | Source: CNBC-TV18
Outgoing Reserve Bank of India Governor Raghuram Rajan attacked critics of his monetary policy stance, saying the interest rates the central bank had set during his tenure were not too high.
18 Jul 2016, 9.59 am | Source: CNBC-TV18
A Fed rate hike in September may upset markets ahead of the crucial US Presidential elections in November, says Geoff Lewis of Manulife Asset Management.
18 Jul 2016, 8.27 am | Source: CNBC-TV18
Kulkarni expects large-cap stocks to perform better than mid-cap growth stocks. "We value the Nifty at 18x FY18 earnings per share at 9,900, implying an upside of 16 percent from current levels," he says.
18 Jul 2016, 7.33 am | Source: CNBC-TV18
JP Morgan has an overweight stance on India with expectations of double digit returns as the index moves towards 9,000 level. Strong earnings are expected in 2017, Adrian Mowat of JP Morgan says.
15 Jul 2016, 8.31 am | Source: CNBC-TV18
Christopher Wood of CLSA says investments in Indiabulls Housing Finance and DLF will be introduced with 3 percent each, while the existing investment in Prestige Estates will be increased by 1 percent.
15 Jul 2016, 7.51 am | Source: CNBC-TV18
While Brexit is no more a front -page news anymore, it still has consequences, which may be felt 7-8 months down the line as downside risks persists, says Hans Goetti of Banque Internationale.
14 Jul 2016, 1.09 pm | Source: CNBC-TV18
People are hoping for growth recovery on back of strong monsoon and 7th pay commission, but Andrew Holland of Ambit Investment Advisors believes that earnings recovery will be patchy.
14 Jul 2016, 11.00 am | Source: CNBC-TV18
While earnings growth, on back of buybacks, is limited in the US, policy stimulus in EMs is expected to boost growth, says James Sullivan of JPMorgan.
13 Jul 2016, 11.25 am | Source: CNBC-TV18
Inflation should continue to be the main focus of RBI going forward. It is unlikely that inflation target is changes as the current target has blessing of the government, Jahangir Aziz of JPMorgan says.
13 Jul 2016, 10.23 am | Source: CNBC-TV18
There is an element of mistaken euphoria in many global assets classes, says Willem H Buiter, Global Chief Economist at Citi, adding, current equity valuations worldwide are not justified based on earnings growth seen ahead.
13 Jul 2016, 8.41 am | Source: CNBC-TV18
As long as there is no radical change in India’s monetary policy with exit of Rajan, the country will continue to attract funds that have gone out in last 18 months, says Geoffrey Dennis of UBS.
12 Jul 2016, 8.34 am | Source: CNBC-TV18
The huge gains in equity markets seen worldwide because of the nonfarm payroll data, which was announced in the US a few days ago, won't necessarily last, said Geoff Lewis of Manulife Asset Management.
11 Jul 2016, 12.49 pm | Source: CNBC-TV18
US 10-year- yield has hit record lows of 1.36 percent. Actions of central banks are impacting bonds market, says James Glassman, Senior Economist at JP Morgan.
11 Jul 2016, 8.34 am | Source: CNBC-TV18
Mishra says he remains positive on the economy and on markets over 12-24 months, but the likelihood of a lacklustre relative performance near term is rising.
08 Jul 2016, 9.06 am | Source: CNBC-TV18
Goods & Services Tax (GST) Bill, good monsoon as well as expected growth in agriculture could boost India’s gross domestic product (GDP), says Samir Arora, Founder & Fund Manager, Helios Capital.
07 Jul 2016, 11.32 am | Source: CNBC-TV18
Seventh pay commission, GST expectations, monsoon will push growth for the India, says Mark Matthews of Bank Julius Baer.
07 Jul 2016, 10.47 am | Source: CNBC-TV18
In near-term, correction of 20-30 percent in global equities is expected, Michael Every of Rabobank says.
07 Jul 2016, 8.50 am | Source: CNBC-TV18
While 4-5 percent upside is expected in Indian market, appointment of new RBI governor, monsoon and global markets continue to be key risks for the country, says Herald Van Der Linde of HSBC.
05 Jul 2016, 9.04 am | Source: CNBC-TV18
In an interview with CNBC-TV18's Anuj Singhal and Sonia Shenoy, Jonathan Schiessl of Ashburton talked about the markets and discussed the fund's top portfolio holdings.
01 Jul 2016, 4.05 pm | Source: CNBC-TV18
The rally in global equities that has taken since the Brexit vote is largely driven by investors who are chasing yields in a low-rate environment, says Geoffrey Dennis, Head of Global Emerging Market Strategy at UBS.
01 Jul 2016, 1.28 pm | Source: CNBC-TV18
Considering the slowing growth momentum in US, expectations of no hike are legitimate, says Taimur Baig of Deutsche Bank AG.
01 Jul 2016, 12.55 pm | Source: CNBC-TV18
Baring Private Equity is bullish on Indian markets and says that India's value accretion potential remains good, says Rahul Bhasin, Managing Partner at Baring Private Equity.
01 Jul 2016, 12.27 pm | Source: CNBC-TV18
While EMs are more attractive, investors are still hesitant to put money into these equity markets, Jan Dehn of Ashmore Investment Management says. Global economic backdrop looks uncertain and returns from developed markets contin...
01 Jul 2016, 8.45 am | Source: CNBC-TV18
Post the Brexit, Deutsche Bank is bullish on dollar, but expects sterling to weaken over medium term.
30 Jun 2016, 9.33 am | Source: CNBC-TV18
According to Surendra Goyal of Citi, PSU earnings may benefit on reported employee costs & some corporates like Maruti Suzuki & Hero MotoCorp may gain due to higher interest income.
30 Jun 2016, 8.55 am | Source: CNBC-TV18