In an interview with CNBC-TV18, Jans Lambregts said that the US Presidential election poses a lot of uncertainty and as seen with Brexit, the market is not discounting anything at the moment.
18 Oct 2016, 2.40 pm | Source: CNBC-TV18
Nupur Gupta of Goldman Sachs thinks the divergence between equity earnings and economic growth should not necessarily be taken as evidence against a pick-up in growth, but rather as a function of measurement and composition differ...
18 Oct 2016, 8.28 am | Source: CNBC-TV18
In an interview with CNBC-TV18, Kamakshya Trivedi, Chief EM Macro Strategist, Goldman Sachs, talked about his outlook on markets and whether he thinks they will be able to stomach a Fed rate hike and a rise in bond yields globally...
17 Oct 2016, 2.47 pm | Source: CNBC-TV18
Neelkanth Mishra of Credit Suisse says while the broader Indian market hasn't moved much in the last two months, it has continued to outperform global equities marginally.
17 Oct 2016, 10.29 am | Source: CNBC-TV18
The current lack of cyclical acceleration is clear from the declining expectations of third quarter GDP growth, says CLSA newsletter GREED & Fear’s author Chris Wood
17 Oct 2016, 9.10 am | Source: Moneycontrol.com
From an Indian equity standpoint, monetary easing in the context of a stable currency is an obvious positive, writes CLSA's Chris Wood in his newsletter GREED & fear
14 Oct 2016, 8.51 am | Source: Moneycontrol.com
Strengthening dollar and rising oil prices are the global headwinds for EMs, says Adrian Mowat, Chief EM & Asian Equity Strategist at JP Morgan.
13 Oct 2016, 3.36 pm | Source: CNBC-TV18
India will relatively outperform other markets because the growth story there is relatively better, said Michael Every, Head of Markets Research-Asia Pacific, Rabobank.
13 Oct 2016, 8.48 am | Source: CNBC-TV18
There's a chilling trend in the market, and it could wreak havoc on your portfolio, a top market watcher said.
10 Oct 2016, 10.16 am | Source: CNBC
Nick Parsons, Head of Research, National Australia Bank in an interview to CNBC-TV18 spoke about the likely reason for the steep fall in the sterling pound.
07 Oct 2016, 2.55 pm | Source: CNBC-TV18
Pound-dollar at 1.20 was the base case for the year-end after the Brexit vote and it is likely that it will go to those levels, said Simon Smith, Director & Chief Economist, Fxpro.
07 Oct 2016, 1.39 pm | Source: CNBC-TV18
It is now possible to identify catalysts which could provide the trigger for what has long been argued here is the key catalyst for the post- 2008 world. If it occurs, it will lead to a big surge in market volatility, most particu...
07 Oct 2016, 10.55 am | Source: CNBC-TV18
After forecasting 10 percent plus earnings in fiscal years 2015 and 2016, both of which turned out to be nearly flat in terms of profit growth, analysts hoping for a 15 percent earnings rise in 2017 may again have to revise estima...
06 Oct 2016, 10.29 am | Source: CNBC-TV18
We reiterate our overweight stance on domestic/defensive sectors, i.e. consumers, utilities, energy, and healthcare, says Abhay Laijawala of Deutsche Bank.
06 Oct 2016, 9.02 am | Source: CNBC-TV18
The buy-rated stocks that are on our conviction list include HDFC Bank and Yes Bank in India, says Timothy Moe, Goldman Sachs.
05 Oct 2016, 9.34 am | Source: Moneycontrol.com
Global liquidity tailwinds are unlikely to get any better from now and that makes Arvind Sanger, Managing Partner at Geosphere Capital Management “cautiously optimistic” on the Indian markets.
05 Oct 2016, 9.00 am | Source: CNBC-TV18
Midcaps continue to do well, outperforming the market by nearly 15 percent over the past year, says Surendra Goyal of Citi, adding while domestic fund flows have indeed helped, even FII ownership continues to rise in midcaps.
04 Oct 2016, 9.29 am | Source: CNBC-TV18
Mark Matthews of Bank Julius Baer & Co said despite the geopolitical tensions in India, the house is still bullish on the country as it has been since the election of Narendra Modi as the Prime Minister.
03 Oct 2016, 8.56 am | Source: CNBC-TV18
A falling rate environment, strong macros as well as an expected pick-up in earnings and rollout of goods and services tax (GST) will likely help Indian stock markets, says Nitin Jain, Principal Investment Manager, Kotak UK.
30 Sep 2016, 9.38 am | Source: CNBC-TV18
Veteran emerging markets investor Mark Mobius thinks that the Indian government's reform drive would aid shares and drive investment into the country.
30 Sep 2016, 9.17 am | Source: CNBC-TV18
Surendra Goyal of Citigroup feels volatility could continue in the near term. Unless Pakistani forces take an aggressive stance, this dip will be prove to be a buying opportunity, Mahesh Nandurkar of CLSA says.
30 Sep 2016, 8.52 am | Source: CNBC-TV18
The geopolitical issues gives investors a reason to take money off the market, believes Christopher Palmer, Founder and Chief Investment Officer of Benson Avenue Capital.
29 Sep 2016, 9.15 pm | Source: CNBC-TV18
Till the final decision on November 30 meeting, one could expect to find a floor for crude oil prices, said Mriganka Jaipuriyar, Associate Editorial Director, Platts.
29 Sep 2016, 8.50 am | Source: CNBC-TV18
According to Gautam Chhaochharia of UBS, H2FY17 growth recovery hopes will likely be dampened though as 7th Pay Commission and monsoon impact is over-estimated by street.
28 Sep 2016, 9.35 am | Source: CNBC-TV18
If there is a problem with a bank in a country like Germany then global investors need to worry because banks occupy a special place in the financial system, said Geoff Lewis of Manulife Asset Management.
28 Sep 2016, 9.08 am | Source: CNBC-TV18
If Trump were to win the US presidential election then it would surely be bad for emerging markets and induce volatility in currency market, said an Lambregts, Head of Research - Asia, Rabobank.
27 Sep 2016, 1.18 pm | Source: CNBC-TV18
Speaking to CNBC-TV18, Harsh Wardhan Modi of JP Morgan says that while resolutions take long time, recognition is the first step towards resolving the issue.
27 Sep 2016, 11.25 am | Source: CNBC-TV18
Daniel Hynes, Senior Commodity Strategist, ANZ Research expects crude oil market to come to a balanced position in the near-future.
27 Sep 2016, 10.09 am | Source: CNBC-TV18
Ian Hui, Global Market Strategist, JPMorgan Asset Management talking about the impact of US Presidential pre-elections debate on global market, said if Hillary Clinton comes into power then markets may take it more favourably than...
27 Sep 2016, 8.50 am | Source: CNBC-TV18
Mahesh Nandurkar of CLSA says India continues to be an overweight market for international investors but to a lesser extent compared to 12 months ago.
27 Sep 2016, 8.33 am | Source: CNBC-TV18