Unlike China, the challenge is India's inflated EPS estimates, but like China it has emerged with lower than average macro vulnerability, says Viktor Shvets of Macquarie.
02 May 2016, 8.43 am | Source: CNBC-TV18
Over next 12-18 months, infrastructure will continue to grow while the corporate capex cycle will remain under pressure, says Sandeep Bhatia, Head of Equity, India at Macquarie Securities.
29 Apr 2016, 10.44 am | Source: CNBC-TV18
Quality of global growth remains a concern, while current market conditions are conducive for commodity-based economies, says Viktor Shvets of Macquarie.
29 Apr 2016, 8.52 am | Source: CNBC-TV18
With growth remaining challenged in developed markets and central banks staying put, it would create a favourable backdrop for EM fund flows, says Arvind Sanger, Founder and Managing Partner, Geosphere Capital.
28 Apr 2016, 8.04 pm | Source: CNBC-TV18
In view of the decisions taken by the BoJ on holding off stimulus and keeping rates unchanged, UBS' Hartmut Issel feels this may lead to a rate hike by the US Federal Reserve by September.
28 Apr 2016, 12.37 pm | Source: CNBC-TV18
While the house is underweight on India, the economy will see accelerated growth in the next three to four years, says Sanjay Mookim, Director-India Equity Strategy at Bank of America Merrill Lynch.
28 Apr 2016, 10.57 am | Source: CNBC-TV18
On India, Garg says a good strategy would be to focus on companies which stand to gain from domestic opportunities as India's economic cycle is turning for the better.
28 Apr 2016, 9.40 am | Source: CNBC-TV18
Geoff Lewis, Senior Strategist, Manulife Asset Management, tells CNBC-TV18, there could be a knee-jerk reaction in global markets to the GDP growth downgrade. However, the impact is likely to be limited because Japan has not contr...
28 Apr 2016, 9.12 am | Source: CNBC-TV18
While the February Budget has been received well, India's corporate earnings haven't panned out well, says Ian Hui, Global Market Strategist, JP Morgan Asset Management.
28 Apr 2016, 8.39 am | Source: CNBC-TV18
The two-day US Fed meeting which is going on should not send out the message that it wants to 'break the economy' as the latest numbers from the US have not been very strong, says Bruno Verstraete of Lakefield Partners.
27 Apr 2016, 1.42 pm | Source: CNBC-TV18
The banking space has rallied in the last two months helped largely by disclosures of bad loans. But the pain is not over yet for banks. It will last for two quarters at least, says Vaibhav Sanghavi, MD Of Ambit Investment.
27 Apr 2016, 9.24 am | Source: CNBC-TV18
CLSA says improvement in corporate earnings could be a positive trigger, but could take a while to play out. CLSA has trimmed weightage of Infosys in its model portfolio, saying the best for the company is behind. It has increased...
27 Apr 2016, 8.59 am | Source: Moneycontrol.com
Garner has an 'equal-weight' rating on India for now, but says it is capable of outperforming other emerging markets in the long run.
26 Apr 2016, 10.48 am | Source: CNBC-TV18
In May, the focus will be on Britain's decision to remain part of the Euro zone, which will play on the markets, says Andrew Holland, Chief Executive Officer of Ambit Investment Advisors.
25 Apr 2016, 12.29 pm | Source: CNBC-TV18
The correction in MS Asia Ex-Japan and the current rally in MS Asia Ex-Japan are two reasons why investors should sell in May, says Sakthi Siva of Credit Suisse.
25 Apr 2016, 10.22 am | Source: CNBC-TV18
Remain highly skeptical of this sanguine view on oil with the base case here that oil will re-visit the USD 20 level, sooner or later in the absence of an effective OPEC instigated production freeze, says Chris Wood of CLSA.
22 Apr 2016, 8.24 am | Source: Moneycontrol.com
Manishi Raychaudhuri of BNP Paribas said he was sticking to his 29,000 yearend target for the Sensex, even as he said valuations are looking a bit stretched in the near term.
21 Apr 2016, 3.43 pm | Source: CNBC-TV18
Our preferred 'defensive' markets are India, Taiwan, Mexico and Korea, says Caesar Maasry of Goldman Sachs.
21 Apr 2016, 8.54 am | Source: CNBC-TV18
As for the global rally, it is more technical in nature than fundamental, and it has had a helping hand from China which has decided to go slow on devaluing its currency, says Pramod Gubbi, Director-Institutional Sales, Ambit Sing...
20 Apr 2016, 11.29 am | Source: Moneycontrol.com
"We cut underweight on financials and flip to overweight on metals, funding it from low-growth sectors such as IT and utilities. We maintain overweight on HUL, BPCL, Maruti, and HDFC & underweight on SBI & Bharti Airtel," Neelkant...
20 Apr 2016, 9.02 am | Source: CNBC-TV18
In auto, consumer demand will make a comeback. After the government stepped in to revitalise state banks struggling with bad loans, one can say there is more juice left in the finance space, says Tushar Pradhan, CIO of HSBC Global...
13 Apr 2016, 11.59 am | Source: CNBC-TV18
According to Mahesh Nandurkar of CLSA, the rural economy should receive a welcome boost as a result and can potentially drive a 0.5-1 percent GDP impact, though a lot will depend on the spatial and temporal distribution of rainfal...
13 Apr 2016, 9.11 am | Source: CNBC-TV18
Saudi Arabia, a key oil producer, may not agree to freeze production without Iran doing so first, says Daniel Hynes of ANZ Research.
13 Apr 2016, 8.53 am | Source: CNBC-TV18
Abhay Laijawala of Deutsche Bank's top picks include Hero MotoCorp, Mahindra & Mahindra, Whirlpool, Zee Entertainment, Godrej Consumer Products, BPCL, Shriram Transport, Sun Pharma, SKF, IRB Infra, UPL, Shree Cement and NTPC.
12 Apr 2016, 9.12 am | Source: CNBC-TV18
Ridham Desai of Morgan Stanley says that the "Indian stocks are pricing in a recovery in earnings, which remains key for forward returns along with global cues.
11 Apr 2016, 4.49 pm | Source: CNBC-TV18
If the US Fed does hike its interest rate, it will be for a good reason, but if not, the economy still needs recovering, says Bruno Verstraete, Partner at Lakefield Partners.
11 Apr 2016, 1.21 pm | Source: CNBC-TV18
With a 10 percent recovery in the Indian equity market, there has been a visible improvement in the past few weeks, which may not continue in the same pace, says Hartmut Issel Head Equity & Credit APAC, UBS.
11 Apr 2016, 12.12 pm | Source: CNBC-TV18
Mahesh Nandurkar of CLSA feels an earnings decline of 2 percent YoY in FY16 is likely to improve to 15 percent growth in FY17, helped by a low base. Earnings growth pick-up should be visible from the September 2016 quarter onwards...
11 Apr 2016, 9.13 am | Source: CNBC-TV18
One of the first few foreign institutional investors (FIIs) in India and an emerging markets specialist, Aberdeen Asset Management, is putting money where its mouth is.
08 Apr 2016, 9.04 am | Source: CNBC-TV18
Gautam Chhaochharia of UBS says LIC Housing Finance and HDFC Bank remain top picks and would be key beneficiaries from this policy action.
08 Apr 2016, 9.02 am | Source: Moneycontrol.com