FII View

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...

Chances of fiscal cliff hitting higher: Barclays  

08 Nov 2012, 8.50 am  |  Source: CNBC-TV18

The chances of the fiscal cliff hitting are now higher and uncertainty should stay elevated for the next month, says Barry Knapp of Barclays....

See gradual investment pick-up in India: Morgan Stanley  

07 Nov 2012, 8.29 pm  |  Source: PTI

Morgan Stanley Asia is looking at a gradual improvement in the investment activities in India, a top company official said today....

Greek itch falls low on European markets' worries: SocGen   

07 Nov 2012, 4.01 pm  |  Source: CNBC-TV18

Patrick Legland of Societe Generale explains to CNBC-TV18 that the key concern across European markets is not the Greek crisis but the looming threat ...

Gold will benefit from Obama's second-term: David Lennox   

07 Nov 2012, 1.54 pm  |  Source: CNBC-TV18

David Lennox of Fat Prophets explains to CNBC-TV18 that gold will be one of the beneficiaries of the Obama's win as the various measures that will be ...

Indian equities are good bet if mkts fall: Adrian Mowat   

07 Nov 2012, 12.17 pm  |  Source: CNBC-TV18

Adrian Mowat of JP Morgan explains to CNBC-TV18 that Obama's win will now allow the speedy redressal of the threat of the fiscal cliff....

Except US, rest of the markets okay with Obama win: HSBC   

07 Nov 2012, 11.56 am  |  Source: CNBC-TV18

Arjuna Mahendran of HSBC Private Bank says markets, particularly the ones outside of Asia, are quite comfortable with Obama second term at the White H...

Citi Private Bank says market has priced-in Obama victory   

07 Nov 2012, 9.22 am  |  Source: CNBC-TV18

John Woods, managing director and chief investment strategist, Citi Private Bank says the market has priced in an Obama victory at the moment. ...

Mkt nervous ahead of US poll; may move higher ahead: Goetti   

06 Nov 2012, 1.42 pm  |  Source: CNBC-TV18

Hans Goetti of Finaport is of the view that global equities are relatively nervous ahead of the US polls. He expects Obama to retain his position but,...

See short relief rally in US mkts post polls: JPMorgan AMC   

06 Nov 2012, 12.52 pm  |  Source: CNBC-TV18

Andrew Economos of JP Morgan AMC expects a temporary relief rally in the US markets post elections, but not any surprises....

Mkts jittery ahead of US polls, Greece: Brewin Dolphin   

06 Nov 2012, 9.04 am  |  Source: CNBC-TV18

Guy Foster, head-portfolio strategy, Brewin Dolphin explains to CNBC-TV18 that the European markets are jittery on US Presidential poll, the worsening...

Expect volatility ahead of US election, Greek vote: CLSA  

06 Nov 2012, 8.45 am  |  Source: CNBC-TV18

Laurence Balanco of CLSA expects volatility this week ahead of the US Elections, a Greek parliamentary vote and the change in Chinese leadership. ...

CLSA says SBI to maintain gross NPL between 4.5-5%   

05 Nov 2012, 5.23 pm  |  Source: CNBC-TV18

Banking analyst Aashish Agarwal of CLSA said the second quarter has seen asset quality problems crop up in a big way. He feels NPL formation pressure ...

Mkts prefer Obama; India to fix power for investment: CLSA   

05 Nov 2012, 2.51 pm  |  Source: CNBC-TV18

Christopher Wood, equity strategist, CLSA Asia-Pacific explains to CNBC-TV18 that the market in the US is rooting for Obama to win the Presidential el...

See 5-10% pullback in equity markets: StanChart Bank   

05 Nov 2012, 12.48 pm  |  Source: CNBC-TV18

Steve Brice of Standard Chartered Bank expects to see a 5-10 percent short-term pullback in markets. He says the Sensex can touch 22,000 levels in the...

No hard evidence of upturn in investment sentiment: CLSA   

05 Nov 2012, 9.31 am  |  Source: CNBC-TV18

The recent reform drive undertaken by the government has caught many investors off guard, says Anirudh Dutta, head of research at CLSA....

Cyclicals look ultra-cheap versus defensives: Ridham Desai  

05 Nov 2012, 8.11 am  |  Source: CNBC-TV18

Cyclicals look ultra-cheap versus defensives, supported by a likely trough in earnings growth, says Ridham Desai of Morgan Stanley....

Don't see sharp correction in global markets: Morningstar   

02 Nov 2012, 12.22 pm  |  Source: CNBC-TV18

Joel Bloomer, Head of Equity Research, Asia Pacific, Morningstar expects some weakness to creep into the emerging markets in the short-term given the ...

Sentiment towards emerging mkts improving: Morningstar   

02 Nov 2012, 12.18 pm  |  Source: CNBC-TV18

Grant Kennaway, HOR, Asia Pacific, Morningstar believes there is an improvement in sentiment towards emerging markets. According to him, short term he...

See 10-year yield stabilising at 8.15%: BofA   

31 Oct 2012, 12.13 pm  |  Source: CNBC-TV18

The Reserve Bank of India’s (RBI) move to leave repo rate unchanged disappointed both equity and bond markets. After the yesterday’s policy announ...

RBI easing to be a tailwind for mkt next year: Goldman AMC   

31 Oct 2012, 11.38 am  |  Source: CNBC-TV18

Prashant Khemka, Co-CEO & CIO- Active Equity at Goldman Sachs AMC has a constructive view on the Indian market at this point in time....

See new bull mkt in 2014-15; RBI move disappointing: Arora   

31 Oct 2012, 9.58 am  |  Source: CNBC-TV18

Fund manager Samir Arora of Helios Capital is "deeply disappointed" by the Reserve Bank of India (RBI)'s stance of not cutting interest rates. He beli...

Unlikely to see rate cut from RBI tomorrow, says UBS   

29 Oct 2012, 9.18 am  |  Source: CNBC-TV18

Gautam Chhaochharia, head of midcap research at UBS India says the market should take the recent Cabinet reshuffle positively. ...

Fiscal, not monetary, policy can fix US woes: Jamie Dimon   

27 Oct 2012, 12.50 pm  |  Source: CNBC-TV18

The US needs to get its fiscal rather than monetary policy right if it has to fix the economy’s problems, feels James Dimon, Chairman & CEO, JPMorga...

Markets will rally if Romney surprises with win: JPMorgan   

25 Oct 2012, 11.08 am  |  Source: CNBC-TV18

Adrian Mowat of JPMorgan expects the US markets to drift down as they await the presidential election outcome, adding a surprise Mitt Romney win may l...

Overweight on autos; expect CRR cut on Oct 31: Jaipuria   

23 Oct 2012, 10.25 am  |  Source: CNBC-TV18

Jyotivardhan Jaipuria, Head of Research at BofA Merrill Lynch expects aggregate earnings growth at around 10% for this fiscal year. ...

Earnings have been disappointing so far in US: Richard Ross   

23 Oct 2012, 9.16 am  |  Source: CNBC-TV18

In an interview to CNBC-TV18, Richard Ross, Global Technical Analyst at Auerbach Grayson spoke about the performance of the Wall Street, the effect on...