FII View

Nifty could move to 5,600 in near-term, says Geosphere   

04 Mar 2013, 9.21 am  |  Source: CNBC-TV18

Arvind Sanger of Geosphere Capital Management believes India overshot on the upside in early 2013, egged on by euphoria around possible policy actions...

Satisfied by FinMin clarification on TRC, says Samir Arora   

01 Mar 2013, 4.50 pm  |  Source: CNBC-TV18

Samir Arora, fund manager, Helios Capital, says that a fact needs to be appreciated that the government has become very responsive. He is of the view ...

Macros good; use current dip to buy stocks: Morgan Stanley   

01 Mar 2013, 11.18 am  |  Source: CNBC-TV18

Ridham Desai, managing director of Morgan Stanley, advises investors to look at this current dip in prices as an opportunity to buy stock....

Budget Reactions: Market will move on from boring Budget, says Samir Arora   

28 Feb 2013, 3.23 pm  |  Source: CNBC-TV18

Expectations were high from Budget 2013, but unluckily Finance Minister P Chidambaram failed to deliver. ...

Budget 2013: Focus should be on issue of growth slowdown: Pankaj Vaish   

28 Feb 2013, 10.14 am  |  Source: CNBC-TV18

In an interview to CNBC-TV18, Pankaj Vaish, MD & Head of Markets-South Asia, Citigroup shared his reading and outlook on market and Union Budget 2013....

Union Budget 2013 - 14: Lowering STT could ignite mkt: Blackridge Cap   

27 Feb 2013, 6.00 pm  |  Source: CNBC-TV18

After today's economic survey, all eyes are on the Finance Minister, who will present The Union Budget for 2013. The economic survey today managed to ...

Global scenario greater mkt risk than Budget: Pramerica   

27 Feb 2013, 4.11 pm  |  Source: CNBC-TV18

John Praveen, board member, Pramerica Mutual Fund says, on CNBC-TV18, that FIIs will be closely observing the FM's focus on fiscal consolidation in th...

Expect more fiscal tightening in the US: Eastspring Invest   

27 Feb 2013, 1.04 pm  |  Source: CNBC-TV18

Nicholas Ferres of Eastspring Investments expects Italy to go back for another election and also sees further fiscal tightening in US. ...

EU calm to return; Re key to FII mood on India: Parsons   

26 Feb 2013, 6.52 pm  |  Source: CNBC-TV18

Nick Parsons of National Australian Bank says that the fall in markets across the euro zone was caused do to investors liquidating positions to reasse...

Italy may exit Euro on unfavourable coalition: Macquarie   

26 Feb 2013, 5.05 pm  |  Source: CNBC-TV18

Richard Gibbs of Macquarie Securities, says that the markets are worried about the Italian political environment and what kind of coalition that will ...

Expect further downside risk for global markets: UBS   

26 Feb 2013, 4.15 pm  |  Source: CNBC-TV18

Stephane Deo, global head of asset allocation at UBS Investment Bank, believes the downtrend in global equities is likely to continue in the future....

Nifty to see support at 5700; US to correct 3%: Barclays   

26 Feb 2013, 1.47 pm  |  Source: CNBC-TV18

Dhiren Sarin, Technical Analyst at Barclays believes the US market is facing an all-time high resistance and it is not surprising. He also does not ex...

Nifty, S&P fall short term, but not reversal in trend: CLSA   

26 Feb 2013, 10.52 am  |  Source: CNBC-TV18

CLSA believes that recent fall in Indian index Nifty and USA index S&P is a short term correction rather than a major reversal of trend. ...

Primary mkt to get FII flows; see lukewarm Budget: BofA ML   

26 Feb 2013, 10.37 am  |  Source: CNBC-TV18

After a good run, Indian indices have pulled back a bit in the last few weeks, which indicates that the expectations going into the Budget are not ver...

LTRO, QE pullback could lead to further correction: Citi   

26 Feb 2013, 9.37 am  |  Source: CNBC-TV18

John Woods of Citi Private Bank believes the correction in global markets is likely to continue due to the return of risks that were seen in 2012....

JPMorgan neutral on L&T Finance; says stock fully valued  

25 Feb 2013, 2.29 pm  |  Source: Moneycontrol.com

Brokerage house JP Morgan has initiated coverage on L&T Finance Holdings with a ‘neutral’ rating, saying that the stock was fully valued at curren...

See no miracle Budget; FY13 growth to be weaker: Jim Walker   

25 Feb 2013, 1.07 pm  |  Source: CNBC-TV18

Jim Walker of Asianomics warns against holding high hopes from the government this Budget season. ...

Biased towards rate sensitives, cyclicals than defensives   

25 Feb 2013, 10.20 am  |  Source: CNBC-TV18

The market is unlikely to fall significantly even if the Budget disappoints, says Dhiraj Sachdev, Vice President & Fund Manager, HSBC Global Asset Man...

Euro to stay in recession till 2014; upbeat on US mkt: Citi   

22 Feb 2013, 2.56 pm  |  Source: CNBC-TV18

European markets have been through a rough patch of late and Geoffrey Dennis, MD of Citi believes it is likely to stay in recession till 2014 with neg...

EMs' weakness not externally driven; cautious on India: JPM   

22 Feb 2013, 12.18 pm  |  Source: CNBC-TV18

Blaming fundamental headwinds in Asian markets, Sunil Garg, managing director, Head- Asia Banks & Financial Services, JP Morgan, says the weakness in ...

See mild correction in US market; add on dips: Oppenheimer    

22 Feb 2013, 10.09 am  |  Source: CNBC-TV18

Manish Hemrajani, executive director, senior research analyst- equity, Oppenheimer & Co, feels that in the near term a possibility of mild correction ...

Budget 2013-14: Need liquidity, govt must continue divestment plans: EM Cap   

22 Feb 2013, 9.38 am  |  Source: CNBC-TV18

Speaking about India and forthcoming Budget, Seth R Freeman, CEO, EM Capital Management says he wants the Indian government to continue to sell stake ...

FII flows - biggest risk to market: Ridham Desai  

22 Feb 2013, 9.13 am  |  Source: CNBC-TV18

Ridham Desai of Morgan Stanley fells FII flows are the biggest risk to the market. "They have crossed 2 percent of market cap on a 12-month basis, whi...

India is only large EM we are overweight on: JP Morgan   

21 Feb 2013, 9.07 pm  |  Source: CNBC-TV18

What the World Wants, is a show which takes the viewers across to global market experts and economists. They talk about, what they want from the India...

Too many bullish FIIs pose a risk to market: Morgan Stanley  

21 Feb 2013, 11.41 am  |  Source: Moneycontrol.com

Brokerage house Morgan Stanley is of the view that strong foreign institutional investor (FII) inflows pose the biggest risk to the market right now. ...

Ignore India's politics, cash in on quality cos: Aberdeen   

20 Feb 2013, 2.26 pm  |  Source: CNBC-TV18

Notwithstanding the performance in global markets, Peter Elston, Head of Asia Pacific Strategy & Asset Allocation, Aberdeen Asset Management believes ...

Mkt may correct; bullish on equities post Budget: StanChart   

19 Feb 2013, 1.04 pm  |  Source: CNBC-TV18

Steve Brice, Chief Investment Strategist at Standard Chartered Bank feels although, there is a shift towards volatility, markets may not correct more ...

If Japan thrives, rest of Asia will: Bank Julius Baer & Co   

18 Feb 2013, 1.35 pm  |  Source: CNBC-TV18

On the global market front, developed markets have been pretty good and the US market is getting close to touch all-time high levels. However, Mark Ma...

Autos, PSU banks vulnerable to earnings downgrades: JPM   

18 Feb 2013, 12.23 pm  |  Source: Moneycontrol.com

Brokerage house JP Morgan has termed third quarter Sensex earnings growth as disappointing, and sees auto, PSU bank, metal and cement shares as being ...

Nifty may go up 10%, UBS tells you which stocks to bet now  

18 Feb 2013, 10.56 am  |  Source: CNBC-TV18

The market may have lost steam over the past few weeks, but it has the potential to rally further near term, says Gautam Chhaochharia of UBS India. In...