Suresh Mahadevan, Managing Director - Head of Asian Telecom and Media research at UBS AG, told CNBC-TV18 that the brokerage is bullish on the telecom space owing to the huge data growth opportunity it presents to telcos.
24 Aug 2016, 9.45 am | Source: CNBC-TV18
Ridham Desai of Morgan Stanley likes discretionary, private banks and industrials over staples and healthcare. In Focus List, he is replacing Coffee Day Enterprises with LIC Housing Finance.
24 Aug 2016, 7.29 am | Source: CNBC-TV18
Neelkanth Mishra of Credit Suisse remains positive on LIC Housing Finance, HDFC and Indiabulls Housing Finance. Top sells are Dr Reddy's Labs, HCL Technologies and Hindustan Unilever, says Anish Damania of IDFC.
23 Aug 2016, 7.42 am | Source: CNBC-TV18
Speaking to CNBC-TV18, Sunil Garg of JP Morgan Securities says the best among EMs currently is relatively cheap China, which is reversing its downward trend. Relatively, India has been underperforming the other EMs.
18 Aug 2016, 10.57 am | Source: CNBC-TV18
Surendra Goyal of Citi says financials (mainly public-sector banks) continue to be a drag on overall growth, adding ex-financials profit growth at around 14 percent YoY was decent.
18 Aug 2016, 7.35 am | Source: CNBC-TV18
With China's Producer Price Index lessening and the deflation going away, earnings in the country are expected to rise, he says.
17 Aug 2016, 11.15 am | Source: CNBC-TV18
Herald Van Der Linde of HSBC continues to be overweight on Indian equities as monetary transmission mechanism is underway and passage of GST bill is a big step towards improving tax efficiency in India.
17 Aug 2016, 7.26 am | Source: CNBC-TV18
Tirthankar Patnaik of Mizuho Bank notes the monsoon’s progress and consequent improvement in Kharif sowing this year raises confidence of food inflation easing off in the coming months.
16 Aug 2016, 12.09 pm | Source: CNBC-TV18
India has performed in-line with emerging markets this year, he says, adding earnings recovery remains the key. He remains constructive.
10 Aug 2016, 7.50 am | Source: CNBC-TV18
While the markets continue to rally higher, UBS's Gautam Chhaochharia believes that risk reward is still not attractive here.
09 Aug 2016, 10.00 am | Source: CNBC-TV18
Moe says he sees draw-down risk if fundamentals do not improve, adding India remains the largest overweight in the region but funds have pared down their overweight allocations to reasonable levels.
09 Aug 2016, 7.47 am | Source: CNBC-TV18
The Fed will hike not because it is concerned about inflationary pressures but more because it wants to signal that there is sufficient strength in the US economy to warrant a hike, said Nick Parsons of National Australia Bank.
08 Aug 2016, 2.45 pm | Source: CNBC-TV18
Although the US economy is not booming, it is on a growth path and is likely to pave way for rate hikes from Federal Reserve but only by Q12017, said Tim Condon, Head of Research-Asia, ING Bank.
08 Aug 2016, 8.47 am | Source: CNBC-TV18
Geoff Lewis, Global Strategist-capital markets, Manulife Asset Management said he is comfortable with what the central banks world over are doing.
05 Aug 2016, 8.00 am | Source: CNBC-TV18
Laurence Balanco of CLSA says the Nifty continues to hesitate at resistance provided by the upper boundary of the newly formed uptrend channel which coincides with the July/October 2015 highs.
05 Aug 2016, 7.58 am | Source: CNBC-TV18
The world's central banks, which have maintained an unprecedented ultra-loose monetary policy stance, are likely to up the ante even further, according to noted analyst Marc Faber.
04 Aug 2016, 4.30 pm | Source: CNBC-TV18
Speaking to CNBC-TV18 Jahangir Aziz of JPMorgan said that there should be a decline in the prices of manufacturing goods from GST rollout.
04 Aug 2016, 11.34 am | Source: CNBC-TV18
GST will largely affect the broad market in general and not specific companies. Hence, it will not change the firm's stock selection, says Hugh Young, Managing Director, Aberdeen Asset Management Asia.
04 Aug 2016, 10.42 am | Source: CNBC-TV18
Sanjay Mookim of Bank of America Merrill Lynch says he thinks implementation challenges will now gain prominence and Q4FY17 can be particularly volatile.
04 Aug 2016, 8.04 am | Source: CNBC-TV18
Speaking to CNBC-TV18 James Sullivan, Managing Director-Asia Equity Research, JPMorgan, said that in the short-term the Nifty index has moved past their target of 8600.
03 Aug 2016, 9.43 am | Source: CNBC-TV18
With the financial markets disappointed with the stimulus package, the dollar yen could move lower and unwound all the gains, Nick Parsons of National Australia Bank.
02 Aug 2016, 1.49 pm | Source: CNBC-TV18
Speaking to CNBC-TV18, Viju George of JPMorgan said that telecom players will be watching for Reliance Jio's launch, its pricing and implied value in the ARPU (average revenue per user) bundle.
02 Aug 2016, 9.28 am | Source: CNBC-TV18
Bharat Iyer of JP Morgan remains positive on a 12-month timeframe and believes any correction would be a buying opportunity.
01 Aug 2016, 8.07 am | Source: CNBC-TV18
If the standard rate is 17-18 percent, the market will stay excited about GST, says Mahesh Nandurkar, India Strategist, CLSA. But if the standard rate is 20 percent or higher, the enthusiasm over GST will die down, he says.
29 Jul 2016, 12.04 pm | Source: CNBC-TV18
Sanjay Mookim of Bank of America Merrill Lynch recommends investors to stick with in liquid large cap names, particularly those companies where risks of operational surprises are lower
29 Jul 2016, 10.58 am | Source: CNBC-TV18
Though liquidity can take markets to new highs, it is better to stay away from Indian market due to lack of fundamental support from valuations point of view and risks to the downside still remain, says Pramod Gubbi of Ambit Singa...
28 Jul 2016, 10.35 am | Source: CNBC-TV18
Jonathan Garner of Morgan Stanley sees India as a fast growing market and expects the growth to accelerate further in the coming days. He says it is among the bright spots in the post-Brexit world. He is bullish on consumption, in...
28 Jul 2016, 10.30 am | Source: CNBC-TV18
India has historically done well when the Fed stays on hold, says Geoffrey Dennis of UBS.
28 Jul 2016, 9.01 am | Source: CNBC-TV18
Answer: Till as long as the liquidity taps are open.
28 Jul 2016, 8.56 am | Source: CNBC-TV18
Jonathan Schiessl of Ashburton in an interview to CNBC-TV18 shares his views on earnings so far.
27 Jul 2016, 4.48 pm | Source: CNBC-TV18