FII View

Trade deficit a worry, positive on pharma: Mirae   

22 May 2013, 9.55 am  |  Source: CNBC-TV18

Rahul Chadha of Mirae Asset Global Investments sees falling inflation and rate cuts as triggers for the economy. He remains overweight on pharma stock...

Situation not ripe for QE cut; gold to trend down: Expert   

21 May 2013, 8.20 pm  |  Source: CNBC-TV18

Arnab Das of Roubini Global Economics says, in an interview to CNBC-TV18, that the economic scenario is not ready for the US Fed to pull the plug on Q...

Global slowdown going to be mild, says Credit Suisse  

21 May 2013, 10.42 am  |  Source: CNBC-TV18

Andrew Garthwaite of Credit Suisse said they thought the global slowdown is going to be mild. “The US private sector deleveraging is well advanced a...

Limited scope for further re-rating of India: BoA Merrill   

21 May 2013, 10.18 am  |  Source: CNBC-TV18

Jaipuria feels the Federal Reserve may not hint at a reversal of its loose monetary policy at its meeting on Wednesday. Much of the decline in commodi...

CY13 Sensex target at 20700; bet on NBFCs, pvt banks: HSBC   

20 May 2013, 9.57 am  |  Source: CNBC-TV18

Jitendra Sriram, MD & Head of Research, HSBC India is more cautions on Indian equities, compared with other Asian markets, given expensive valuation....

India offers best balance of value, profitability: HSBC   

18 May 2013, 12.12 pm  |  Source: CNBC-TV18

Nick Timberlake is upbeat on India among BRIC nations due to the strong combination of profitability and value offered by the large number of companie...

Cautious on India though long-term story good: Pictet   

17 May 2013, 1.14 pm  |  Source: CNBC-TV18

Nidhi Mahurkar, Pictet Asset Management says the government needs to take more steps to revive growth, while adding that the fast tracking of certain ...

Market's complacency scary; 5500 bottom for Nifty: Ambit   

17 May 2013, 11.04 am  |  Source: CNBC-TV18

Andrew Holland, CEO, Ambit Investment Advisors, said that inflows seen coming into the Indian equity market are primarily ETF driven and ETF inflows c...

See private sector raising $1bn via OFS/IPP: Deutsche Bank   

16 May 2013, 2.00 pm  |  Source: CNBC-TV18

Sanjay Sharma, MD & Head of Equity Capital Markets–India at Deutsche Bank expects private sector to garner USD 1 billion through IPP or OFS going ah...

European assets to gain focus on cheaper valuation: Expert   

15 May 2013, 7.53 pm  |  Source: CNBC-TV18

European assets which are highly below book value will continue to be in focus among global investors. ...

Emerging economies driver of global growth: Allianz Global   

15 May 2013, 1.23 pm  |  Source: CNBC-TV18

According to Dilek Capanoglu, chief investment officer and manager, Global Emerging Markets (EMs) portfolio-Allianz Global, investors are turning a b...

India may outperform; like capital goods, banks: JP Morgan   

15 May 2013, 10.11 am  |  Source: CNBC-TV18

Mowat is bearish on consumer discretionary stocks like auto, and is positive on capital goods, cement and state-owned banks. He is also bullish on FMC...

India maybe up 10% between now and year-end: Robert Parker   

14 May 2013, 5.41 pm  |  Source: CNBC-TV18

Robert Parker of Credit Suisse AMC does not see any significant move in commodity prices to derail the equity market. In fact stable commodity prices ...

FIIs keen on India but wary of politics: Jonathan Schiessl   

14 May 2013, 1.37 pm  |  Source: CNBC-TV18

Jonathan Schiessl of Ashburton says fallings commodity prices, though a positive, does not help much as he feels investing in commodity-related stocks...

Barclays Cap says FIIs bullish on India; gives stock ideas   

14 May 2013, 1.01 pm  |  Source: CNBC-TV18

Bhuvnesh Singh, head of research at Barclays Capital says at Barclays they are overweight on healthcare stocks, some pharma stocks like Sun Lupin. The...

Not worried about Re; bet on Exide, Sun Pharma, Bharti: UBS   

14 May 2013, 10.47 am  |  Source: CNBC-TV18

Suresh Mahadevan, MD & Head of Indian Equities, UBS Securities is of the opinion that Nifty will end 2013, at higher end of 5600-6450 range and sees F...

Don't sell in May; hold financials, tech stocks: CLSA  

14 May 2013, 8.23 am  |  Source: Moneycontrol.com

Look for relative strength in stocks, sectors and markets to drive performance. We recommend staying with the leaders - financials, staples and tech, ...

BRIC story not over yet; current lull cyclical: Jim O'Neill   

10 May 2013, 6.03 pm  |  Source: CNBC-TV18

Brazil, Russia, India, China may be facing slowdown at the moment but growth story of these countries is still intact, giving best long term investmen...

Cautious on emerging markets except India: UBS   

10 May 2013, 4.01 pm  |  Source: CNBC-TV18

Stephane Deo of UBS is cautious on the emerging markets as the profit ability of the companies in the emerging markets has been disappointing. He, how...

Invested more in India now than last 2 decades: JPMorgan   

09 May 2013, 1.39 pm  |  Source: CNBC-TV18

JPMorgan Asset Management has put in more money into India than it has in the past 20 years, says managing director Austin Forey. “The consumer dema...

Global market rally: How long will it continue?   

08 May 2013, 4.53 pm  |  Source: CNBC-TV18

Hans Goetti, Finaport too wonders whether the fundamentals justify this rally. He clearly attributes the current stock market rally seen across global...

Coal India losing $20bn, corrupt cos gaining: TCI's Hohn   

08 May 2013, 12.29 pm  |  Source: CNBC-TV18

The founder of the USD 6 billion The Children’s Investment Fund is best known in India for taking on the government against what he calls 'unfair pr...

Nifty may move up to January peak of 6100: CLSA   

07 May 2013, 1.30 pm  |  Source: CNBC-TV18

Laurence Balanco of CLSA believes that for a very short-term, if S&P move towards 1630-1680 area, the Nifty will get close to 6300....

US economy on mend, bonds 'terrible' investment: Buffett  

06 May 2013, 7.37 pm  |  Source: Reuters

Warren Buffett said on Monday the US economy is gradually improving, helped by the efforts of Federal Reserve Chairman Ben Bernanke to stimulate it, b...

Don't see crude rally sustaining: Macquarie's Gibbs   

06 May 2013, 4.14 pm  |  Source: CNBC-TV18

Richard Gibbs, global head, Macquarie Securities believes the rally seen in crude oil is 'a flash in the pan' instead of a sustainable trend. Brent cr...

India's growth may lift in H2FY14; bet on oil & gas: Sanger   

06 May 2013, 9.43 am  |  Source: CNBC-TV18

The US market is getting some confidence from the strong earnings reported by many key companies there. The macro economic fundamentals of the compani...

Weak US data may dull euphoria; jobs data positive: Solaris   

04 May 2013, 4.32 pm  |  Source: CNBC-TV18

Tim Ghriskey, CIO, Solaris AMC, says, in an interview to CNBC-TV18, that the market euphoria will continue but is wary of weaker economic data which m...

Pace of hiring in US steady; manufacturing weak: Expert   

04 May 2013, 1.24 pm  |  Source: CNBC-TV18

The decline in the jobless rate is a breather for the United States of America (USA), says M Cary Laehey, senior advisor, Decision Economics. But he ...

US markets due for correction; gold looks risky: Ashmore   

03 May 2013, 5.20 pm  |  Source: CNBC-TV18

Jan Dehn of Ashmore Investment Management thinks that the US stock markets are due for correction. He told CNBC-TV18 that now Europe has Outright Mone...

Still 'overweight' on mkt; see 10% upside: Credit Suisse  

03 May 2013, 9.24 am  |  Source: PTI

Brokerage Credit Suisse today said it is retaining its "overweight" call on domestic stock markets despite the risks emanating from forthcoming genera...