The earning season is not one that we are expecting to be a big catalyst for the market either way, said Arvind Sanger, Managing Partner of Geosphere Capital Management in an interview to CNBC-TV18.
Mahesh Nandurkar of CLSA believes that this season could be flattish on the earnings front. He likes NBFCs from a long term perspective.
Expects Q2 Nifty earnings to improve to 14 percent after 11 percent fall last year.
We see a limited possibility of a major fiscal stimulus as the government would have to walk the tightrope of restraining the deficit while boosting growth.
Places bet on better economic prospects going forward and hence believes any correction would be a good time to keep purchasing.
Markets are 70-80 percent sure of a US Fed rate hike in December, Geoffrey Dennis, Head-Global Emerging Market Strategy at UBS told CNBC-TV18.
The large part of the change in trend could be attributed to rise in commodities, especially crude oil prices.
In an interview to CNBC-TV18, Khoon Goh of ANZ Research shared his reading and outlook for the rupee.
Ridham Desai, Head-India Equity Research & India Equity Strategist, Morgan Stanley in an interview to CNBC-TV18 explained the details of his market report.
One should not be worried about GST dislocation and its hit on earnings as it is overhyped and noisy, said Gautam Chhaochharia of UBS Securities
In an interview to CNBC-TV18, Paul Mackel, MD - Head of Asian Currency Research at HSBC shared his views and readings on the dollar-rupee.
See Nifty support in the range of 9,710-9,755, said Laurence Balanco of CLSA in an interview to CNBC-TV18. He still has a long-term target of 12,000 on Nifty.
In an interview to CNBC-TV18, Mark Matthews of Bank Julius Baer & Co and James Glassman, Senior Economist at JPMorgan shared their views and reading on global markets.
In an interview to CNBC-TV18, Arvind Sanger, Managing Partner, Geosphere Capital Management spoke about his reading of the market and his outlook.
In an interview to CNBC-TV18, Robert F Baur, Executive Director & Chief Global Economist of Principal Global Investors spoke at length about the markets globally.
Prime Minister Modi has done some tough things and one will see a different India after a decade, said Jamie Dimon, Chairman & CEO, JPMorgan Chase.
One day of movement in yields would impact the overall profitability of NBFCs and their view on them, said Seshadri Sen of JPMorgan
In an interview to CNBC-TV18, Luis Oganes, Global Head of Emerging Markets Research at JPMorgan shared his readings and outlook on emerging market (EM) space from the side-lines of JPMorgan India Investor Summit 2017.
In an interview to CNBC-TV18, Brijen Puri, Markets Head-India at JPMorgan shared his readings and outlook on rupee and dollar.
In an interview to CNBC-TV18, Scott Darling of JPMorgan shared his views on oil and gas sector.
In an interview to CNBC-TV18, Viju George, Research Analyst-Telecom & Technology at JPMorgan shared his views and readings on the sectors he masters in.
JPMorgan India Investor Summit 2017 kicks off in New Delhi today. In an interview to CNBC-TV18, Jahangir Aziz, Head of EM Asia Economic Research at JPMorgan decodes market metrics from the sidelines of their conference.
JPMorgan India Investor Summit 2017 kicks off in New Delhi today. In an interview to CNBC-TV18, from the sidelines of the summit, Sunil Garg, Head of International Equity Research at JPMorgan spoke about the summit and shared his views and readings on the market.
The US Federal Reserve announced it will begin rolling off its USD 4.5 trillion balance sheet in October. The Fed did not raise its benchmark interest rate, as expected. But policymakers indicated another hike is likely this year, while maintaining its view for three rate hikes in 2018. In an interview to CNBC-TV18, Geoff Lewis of Manulife Asset Management spoke on what he makes of Janet Yellen's statement.
In this market, Holland’s strategy is to continue with FMCG stocks and selectively buying auto stocks, along with a few PSU banks