Indian equities have rallied 9 percent so far this year and around 13 percent from the demonetisation lows, in line with other global indices like MSCI Emerging Market index which has rallied 9.7 percent so far this year and MSCI ...
23 Feb 2017, 1.14 pm | Source: PTI
Morgan Stanley expects further gains for markets like China and Japan as earnings continue to surprise on the upside, Garner says.
23 Feb 2017, 8.50 am | Source: CNBC-TV18
Abhay Laijawala of Deutsche Bank says midcaps should attract a disproportionate amount of funds from domestic & institutional investors and should continue to outperform large cap indices.
23 Feb 2017, 8.48 am | Source: CNBC-TV18
Domestic flows continue to be robust and the Q3 earnings season was better than feared. That continues to support the market, Surendra Goyal of Citi feels.
20 Feb 2017, 8.31 am | Source: CNBC-TV18
Speaking to CNBC-TV18, Hugh Young, Managing Director of Aberdeen Asset Management-Asia, said the glory days of healthy IT returns were over.
17 Feb 2017, 10.20 am | Source: CNBC-TV18
Mahesh Nandurkar of CLSA expects FY18 Nifty earnings growth of 17 percent with small downside risk due to margin concern.
17 Feb 2017, 9.32 am | Source: CNBC-TV18
While IT stocks have factored in the negative effects of US President Donald Trump's protectionist measures such as the H1B visa reform, a possible revival of the US economy under Trump administration has not been priced in, accor...
16 Feb 2017, 4.56 pm | Source: CNBC-TV18
Value and earnings revisions styles still seem appealing. Turned modestly bearish on India since December 2016, Darby says.
16 Feb 2017, 7.36 am | Source: CNBC-TV18
The house is upbeat on consumer discretionary on back of retail demand and industrials too, but are cautious on consumer staples because of expensive valuations, Ludovic Vauthier, Portfolio Manager, Edmond de Rothschild Asset Mana...
09 Feb 2017, 4.30 pm | Source: CNBC-TV18
Ridham Desai of Morgan Stanley is overweight on consumer discretionary, financials, and technology and underweight on consumer staples, energy, materials and telecom.
09 Feb 2017, 9.49 am | Source: CNBC-TV18
Iyer feels technical and momentum indicators also appear a tad stretched. Consequently, he expects a phase of consolidation in the equity markets near term.
09 Feb 2017, 9.43 am | Source: CNBC-TV18
Speaking to CNBC-TV18, Viktor Shvets of Macquarie Securities said that Indian companies do not like a rising dollar index.
08 Feb 2017, 8.54 am | Source: CNBC-TV18
US President Donald Trump has a very unpredictable style but he does intend to do what he said he would, says Mark Matthews, Head Research, Bank Julius Baer.
07 Feb 2017, 2.04 pm | Source: CNBC-TV18
The emerging markets (EMs) have started to look better as worries over the new US President Donald Trump resides. Geoff Lewis of Manulife Asset Management is optimistic on EMs and said that there is a good long-term entry point fo...
06 Feb 2017, 10.45 am | Source: CNBC-TV18
The Union Budget 2017 looks positive for foreign investors, says Jonathan Schiessl of Ashburton, noting foreign flows into India have been disappointing in last 1-2 years.
02 Feb 2017, 3.38 pm | Source: CNBC-TV18
Budget 2017 illustrated government’s commitment towards improving fiscal performance. However, implementation is key and policy anchors are necessary for that, said Kyran Curry, Director, Sovereign Ratings, S&P Global Ratings.
02 Feb 2017, 3.04 pm | Source: CNBC-TV18
In an interview with CNBC-TV18, Geoffrey Dennis said that the Nifty was fairly valued at about 16.5 times next year earnings but added that if the demonetisation-induced slowdown eases and India goes back to 8 percent growth next ...
02 Feb 2017, 8.29 am | Source: CNBC-TV18
Talking about her expectations from the Union Budget 2017 in India, Katalin Gingold, Head of Equity Research, Cartica Capital hopes that the government would resist making it a populous Budget and continue it path of fiscal consol...
31 Jan 2017, 9.01 am | Source: CNBC-TV18
Surendra Goyal of Citi expects Sensex/Nifty earnings growth of 10/12 percent in FY17 and 15/18 percent in FY18, respectively. He remains constructive and maintains Sensex target of 30,000.
31 Jan 2017, 8.35 am | Source: CNBC-TV18
Speaking to CNBC-TV18, Bill Maldonado, Chief Investment Officer-Asia Pacific and Global CIO-Equities at HSBC Global Asset Management, said the Modi government has a fantastic track record on reforms.
27 Jan 2017, 11.51 am | Source: CNBC-TV18
Valuation-wise, Jim O'Neill believe the US market is no longer cheap. "Emerging markets look more interesting than developed markets."
27 Jan 2017, 9.31 am | Source: CNBC-TV18
Given the current mix of relative earnings growth, relative interest rates and valuations, we think India will likely outperform emerging markets, says Ridham Desai of Morgan Stanley.
27 Jan 2017, 8.44 am | Source: CNBC-TV18
With the sell-off and outflows in emerging markets following US elections and dollar strengthening, valuations have become interesting again, says Lucy MacDonald, Chief Investment Officer, Allianz Global Investors.
25 Jan 2017, 11.36 am | Source: CNBC-TV18
With Budget round the corner, market might take a breather now, says Nitin Jain, Principle Investment Manager at Kotak UK. He believes there will be continued support from domestic funds on dips.
25 Jan 2017, 11.35 am | Source: CNBC-TV18
Given that things are returning to normal nearly three months after demonetisation and that the impact of the currency overhaul exercise isn’t as bad as it was painted, 7900-7950 is a very strong support level for Nifty, said JP...
25 Jan 2017, 11.05 am | Source: CNBC-TV18
Indian stocks will do better this year after a year of underperformance. Narendra Modi's policies too are on the right path and demonetisation over the longer-term will yield positive results
25 Jan 2017, 9.26 am | Source: CNBC-TV18
US President Donald Trump's decision to scrap the proposed multinational Trans-Pacific Partnership (TPP), billed as having potential to add hundreds of billions of dollars to world trade, could kickstart a trend that pummels the w...
24 Jan 2017, 10.12 am | Source: CNBC-TV18
Surendra Goyal of Citi says in the run-up to the Union Budget this year, MSCI India is up 3 percent in 2017 so far, with expectations of a tax-payer friendly Budget to boost consumer sentiment post demonetisation.
24 Jan 2017, 9.45 am | Source: CNBC-TV18
However, there are two reasons why Indian markets could do well: the economy could bounce back from demonetisation-induced slowdown and the Budget and GST rollout may be positive triggers, says Arvind Sanger, Managing Partner, Geo...
23 Jan 2017, 9.46 am | Source: CNBC-TV18
Consensus earnings estimates for FY17 and FY18 are way off charts, said Manishi Raychaudhuri, Asian Equity Strategist - Equity Cash Asia Pacific at BNP Paribas. He pegged earnings growth for FY17 in single-digits and for FY18 in l...
20 Jan 2017, 10.19 am | Source: CNBC-TV18