FII View

Goldman upgrades India, sees Nifty at 6,600 pts by 2013-end  

29 Nov 2012, 8.22 pm  |  Source: PTI

Financial major Goldman Sachs today raised the Indian stocks to "overweight" from "market-weight" and said the NSE Nifty will scale the 6,600 level by...

Goldman upgrades India to 'overweight'; sees recovery ahead  

29 Nov 2012, 9.02 am  |  Source: Reuters

Goldman Sachs raised India to 'overweight' from 'market-weight', citing growth recovery and inflation moderation ahead....

Debt deal buys more time for Greece: Citi   

27 Nov 2012, 4.39 pm  |  Source: CNBC-TV18

In an interview to CNBC-TV18, Jurgen Michels of Citi expressed his views on Greece debt deal. The discussion continued on whether this deal will be su...

Mkt may see 15% gain in 1-year, but be in defensives: Ambit   

26 Nov 2012, 11.42 am  |  Source: CNBC-TV18

Global markets have been subdued over the last few sessions. In an interview to CNBC-TV18, Andrew Holland, Ambit Capital says the new leadership in Ch...

Mkt can drift up in Dec, Nifty may see 5800: Barclays    

26 Nov 2012, 11.02 am  |  Source: CNBC-TV18

In an interview to CNBC-TV18, Dhiren Sarin, technical analyst, Barclays tells he is hopeful for the Indian market. He says that some optimism can retu...

Spain lures investors on ECB aid, lower bank-crisis: SocGen   

23 Nov 2012, 5.24 pm  |  Source: CNBC-TV18

Patrick Legland of Societe Generale explains to CNBC-TV18 that with ECB support and the banking crisis receding, investors are withdrawing funds from ...

Indian market attractive; bet on private banks: Amundi    

23 Nov 2012, 12.32 pm  |  Source: CNBC-TV18

Ayaz Ebrahim of Amundi believes the European situation, the US fiscal cliff and issues in China continue to be a concern. He also does not expect a re...

Stage set for post-Thanksgiving rally: Nick Parson   

23 Nov 2012, 9.24 am  |  Source: CNBC-TV18

Nick Parson, head-market strategy-Europe, National Australia Bank, says that he feels that a deal will be reached on the European budget. He don’t f...

Expect Eurozone to contract by 1.5% in GDP: Jim Walker   

22 Nov 2012, 12.29 pm  |  Source: CNBC-TV18

Jim Walker, MD, Asianomics, says that the eurozone economy will contract around about 1-1.5 percent in terms of GDP, more in domestic demand terms. ...

India best bet for 2013, valuations look cheaper: Mowat    

22 Nov 2012, 9.50 am  |  Source: CNBC-TV18

Amid policy uncertainties, foreign institutional investors (FIIs) are betting big on India. Adrian Mowat of JP Morgan feels that Indian market is the ...

Step on reforms pedal to harden Re, prevent downgrade: Citi   

21 Nov 2012, 4.09 pm  |  Source: CNBC-TV18

Johanna Dee Chua of Citi Global Markets Asia explains to CNBC-TV18 that the Indian government needs to accelerate the reforms process to harden the ru...

Rising OMO expectation can drive bond rally: Barclays   

20 Nov 2012, 4.17 pm  |  Source: CNBC-TV18

Igor Arsenin of Barclays explained to CNBC-TV18 an assessment on the amount of government and corporate debt that FIIs are interested in buying....

See Nifty at 6000-6100 by Mar, avoid midcaps: Vibhav Kapoor   

19 Nov 2012, 10.44 am  |  Source: CNBC-TV18

Though the Indian market has not been performing very well, some analysts are betting big on it. According to Vibhav Kapoor of IL&FS, the Nifty is lik...

Bullish on India; UBS bets on media, telecom & pvt banks   

19 Nov 2012, 9.50 am  |  Source: CNBC-TV18

The market is getting nervous as the winter session of Parliament begins. However, some analysts are still bullish on India and think that the governm...

Global mkt in wait and watch mode; bullish on EMs: SocGen   

16 Nov 2012, 3.28 pm  |  Source: CNBC-TV18

With the US fiscal cliff looming large, Benoit Anne of Societe Generale feels global markets at the moment are going through a wait and watch period. ...

Bullish on US; boost Indian mfg sector: Crossbridge   

16 Nov 2012, 2.59 pm  |  Source: CNBC-TV18

Manish Singh, Crossbridge Capital explains to CNBC-TV18 that he is bullish on the US as the economy continues to register growth despite the looming f...

JPMorgan AMC sees strong dollar, long-term value in rupee   

16 Nov 2012, 12.55 pm  |  Source: CNBC-TV18

In an interview to CNBC-TV18, Richard Titherington, CIO & Head-EM Equity at JP Morgan AMC spoke about the in line results of the US elections and how ...

HSBC remains underweight on India  

16 Nov 2012, 8.38 am  |  Source: CNBC-TV18

Jitendra Sriram of HSBC said while they remained underweight on India, they had raised their Sensex targets to 18,700 for 2012 and 20,000 for 2013 aft...

Govt unwilling to take on L&T, ITC, Axis management: Arora   

15 Nov 2012, 8.51 pm  |  Source: CNBC-TV18

Samir Arora, Fund Manager at Helios Capital feels President Barack Obama’s reelection is a positive for the Indian market....

FMCG expensive; pharma a better bet: Blackrock's Nagnath   

15 Nov 2012, 11.48 am  |  Source: CNBC-TV18

S Naganath of DSP Black Rock Investment Managers expects the Reserve Bank of India (RBI) to cut rates in its January policy and not before that....

Worst seems to be over, mkt may hit new highs: Ridham Desai   

14 Nov 2012, 4.15 pm  |  Source: CNBC-TV18

Analysts are approaching Samavat 2069 with lots of optimism. Ridham Desai, Managing Director of Morgan Stanley feels that the worst is over for the ma...

Re likely to underperform amid low volatility: Barclays Cap   

12 Nov 2012, 3.51 pm  |  Source: CNBC-TV18

The fall of the rupee has forced the Finance Ministry to take necessary steps to arrest the fall, besides which there are other near term triggers in ...

Expect IIP to improve, fall in inflation: Credit Suisse   

12 Nov 2012, 12.28 pm  |  Source: CNBC-TV18

Robert Prior-Wandesforde, economist, India and Southeast Asia, Credit Suisse explains to CNBC-TV18 that he expects the IIP data to reveal an upside su...

Year 2013: Goldman Sachs bets on emerging markets, India   

10 Nov 2012, 1.00 pm  |  Source: CNBC-TV18

Year 2012 has been a good year for most Asian markets. In an interview to CNBC-TV18, Timothy Moe, chief Asia-Pacific regional equity strategist at Gol...

Growth to be below 2%; Hope ECB will calm Europe: Kasman   

09 Nov 2012, 11.40 am  |  Source: CNBC-TV18

Bruce Kasman, chief economist & MD - global research, JPMorgan Chase explains to CNBC-TV18 that growth in the US will be below 2 percent and he hopes ...

No impact of change-of-guard in local mkt-driven China: BNP   

09 Nov 2012, 10.01 am  |  Source: CNBC-TV18

Andrew Freris, chief investment advisor-Asia at BNP Paribas Wealth Management explains to CNBC-TV18 this change in leadership and its impact on the Ch...

US fiscal cliff, Spain hold mkts' eye: Bruno Verstrate   

08 Nov 2012, 3.53 pm  |  Source: CNBC-TV18

Bruno Verstrate, CEO of Lakefield Partners explains to CNBC-TV18 that the markets are focused on how the US government will address the fiscal cliff s...

Slow EU growth, fiscal cliff make EMs attractive: JP Morgan   

08 Nov 2012, 1.01 pm  |  Source: CNBC-TV18

Geoff Lewis of JP Morgan AMC believes the equity market would have benefitted if Republican candidate Mitt Romney had won. In that case, the key issue...

Obama's challenges remain; fix healthcare to cut fisc: INET   

08 Nov 2012, 9.53 am  |  Source: CNBC-TV18

Robert Johnson, executive director, Institute for New Economic Thinking (INET) explains to CNBC-TV18 that the challenges for Obama remain the same in ...

Mkt to remain volatile until clarity on fiscal cliff: HSBC   

08 Nov 2012, 9.50 am  |  Source: CNBC-TV18

In an interview to CNBC-TV18, Philip Poole of HSBC says the uncertainty in terms of monetary policy no longer exists after the US election results. Ho...