"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
Credit Suisse continues to be long on Indian IT and has a constructive view on the US economy, says Sakthi Siva of Credit Suisse.
07 Apr 2016, 6.10 pm | Source: CNBC-TV18
The underperformance by emerging markets in general over the past three years looks set to reverse, says emerging markets guru Mark Mobius.
07 Apr 2016, 2.23 pm | Source: CNBC-TV18
Ridham Desai of Morgan Stanley thinks the market could beat the beginning of a transition into growth styles.
07 Apr 2016, 7.33 am | Source: CNBC-TV18
Comgest will be closely watching the amount, distribution and pace of Indian government spending and for cues on recovery of private investment, says Gary Pinge, Co-head Strategy, Asia-Pacific and ex-Japan, Comgest Asset Managemen...
06 Apr 2016, 7.25 pm | Source: CNBC-TV18
Mowat further says that after the shaky start to 2016, there has been significant change in sentiment towards emerging markets (EMs) over the last one month. India currently, he says, is a buy on dips market.
06 Apr 2016, 10.18 am | Source: CNBC-TV18
Neelkanth Mishra does not expect any meaningful improvement in aggregate March quarter earnings since banks' financial performance will be under pressure because of asset quality issues.
06 Apr 2016, 9.59 am | Source: CNBC-TV18
According to Bruno Verstraete of Lakefield Partners, US dollar will show the way for the market – weaker the dollar better it is for commodities and emerging markets because it will help bring back risk-on in the market.
05 Apr 2016, 9.26 pm | Source: CNBC-TV18
The tone of the Federal Reserve chief Janet Yellen last week indicated the US central bank is likely to 'let the economy run for a while' and a rate hike is likely only later this year, says Geoffrey Dennis of UBS.
04 Apr 2016, 8.41 am | Source: CNBC-TV18
The recent volatility in equity markets globally was driven largely by a sucking out of and reversal in liquidity but economic fundamentals continue to improve at a slow but steady pace, says Prabhath Awasthi of Nomura.
31 Mar 2016, 10.36 am | Source: CNBC-TV18
The catalyst for outperformance of Indian market depends on earnings and positive news on the reforms front, says Ian Hui, Global Market Strategist, JP Morgan Asset Management.
30 Mar 2016, 12.20 pm | Source: CNBC-TV18
According to Siva, even more striking is that the rate of slowing in RoE is remarkably similar in both countries recently. India's premium has once again risen to above 50 percent, Siva says, adding while history is not always an ...
30 Mar 2016, 10.31 am | Source: CNBC-TV18
There is no certainty on economic growth in the US. If the Federal Reserve hikes the rate, it could harm the economy, says Viktor Shvets of Macquarie.
30 Mar 2016, 8.21 am | Source: CNBC-TV18
Ridham Desai of Morgan Stanley says the market will be focused on RBI policy - a rate cut of 25 bps expected, the Parliament session - watch for action on the GST bill and Bankruptcy Law, the Q4FY16 earnings season - how bad can i...
29 Mar 2016, 9.00 am | Source: CNBC-TV18
Thanks to the ferocity of the recent bounceback, global markets may have gone from oversold to an overbought position but they should hold up well in the medium term, says Hans Goetti of Banque Internationale.
23 Mar 2016, 4.11 pm | Source: CNBC-TV18
Supportive measures from central banks, dovish reaction from the Fed meet and weakening USD have calmed worries in EMs, says Ian Hui, Global Market Strategist at JPMorgan Asset Management. There could be profit-booking in the afte...
23 Mar 2016, 8.34 am | Source: CNBC-TV18
The Brussels attacks will only have a sentimental impact on the global markets because the markets are currently more focused on central bank actions and flash PMI numbers from the eurozone, says Manish Singh, Chief Strategist & H...
22 Mar 2016, 3.46 pm | Source: CNBC-TV18
Arora feels sectoral allocation makes sense only once the market stabilises. Till then, she will be looking at earnings visibility as a key indicator.
22 Mar 2016, 12.34 pm | Source: CNBC-TV18
Small savings rate cut is a significant policy reform, which will pave the way for a market-linked interest rate structure and enable faster monetary transmission, Abhay Laijawala of Deutsche Bank feels.
22 Mar 2016, 8.52 am | Source: CNBC-TV18
Gambhir says the RBI decisions in the credit policy will also be based on the liquidity situation. Gambhir expects at least two open market operations (OMOs) by the RBI by December
21 Mar 2016, 10.35 am | Source: CNBC-TV18