"December 2016 BSE Sensex base case is 28,000 against 28,600 earlier and probability weighted outcome is forecast at 30,200 against 31,000 earlier, Desai says.
15 Dec 2015, 8.55 am | Source: CNBC-TV18
A likely interest rate hike in the US, the first in nearly a decade, will be withstood well by equity markets in India, says Xavier Denis, Economist-Strategist at Société Générale Private Banking.
15 Dec 2015, 8.28 am | Source: CNBC-TV18
The US Federal Reserve’s crucial two-day monetary policy meeting begins on December 15, and expectations are high that the central bank will raise interest rates.
14 Dec 2015, 3.13 pm | Source: CNBC-TV18
According to him, if the Federal Reserve does start to tighten, it will become critical to monitor the credit markets.
14 Dec 2015, 9.01 am | Source: CNBC-TV18
Paul Schatz, president, Heritage Capital LLC, says the market fall is on account of crude oil collapse. "The recent selling has been relentless, this is certain the final capitulation," he told CNBC-TV18
11 Dec 2015, 10.20 pm | Source: CNBC-TV18
Although the house has reduced allocation to emerging markets, India remains a preferred pick in the basket, says Xavier Denis, Global Strategist, Societe Generale.
11 Dec 2015, 12.22 pm | Source: CNBC-TV18
"Within FIIs, country-dedicated funds see inflows but multi-country funds have been pulling out monies and our interaction with emerging market fund managers reveals that India weightings have been taken down materially," says Nan...
11 Dec 2015, 9.36 am | Source: CNBC-TV18
Until the Fed rate hikes next week, global markets are likely to remain quiet and consolidate, says Ben Luk, Global Market Strategist, JPMorgan Asset Management.
10 Dec 2015, 8.42 am | Source: CNBC-TV18
Mishra has an outperform rating on Tech Mahindra, HUL, UltraTech Cement and Tata Motors. He recommends trimming positions in SBI and Bharti Airtel.
09 Dec 2015, 9.17 am | Source: CNBC-TV18
The OPEC has decided not to cut its oil production and neither has US, therefore weakness for crude in the short-term is give, says Daniel Hynes, Senior Commodity Strategist at ANZ Research.
09 Dec 2015, 8.40 am | Source: CNBC-TV18
As far as the commodities market go, Robert Parker of Credit Suisse says the base for Brent is just below USD 40 per barrel. He also adds that India is benefitting from lower commodity prices
08 Dec 2015, 9.11 pm | Source: CNBC-TV18
Morgan Stanley's global forex team is bullish on the Yen, which is not good news for Maruti Suzuki, even though its domestic sales growth should remain supported in a consumption recovery, he says.
08 Dec 2015, 10.05 am | Source: CNBC-TV18
Data on several fronts such as auto sales, commercial vehicle sales, urban consumer and oil demand shows the Indian economy was on the mend, says Arvind Sanger of Geosphere Capital.
07 Dec 2015, 8.39 am | Source: CNBC-TV18
Geoffrey Dennis, Head-Global Emerging Market Strategy at UBS, says there are concerns about the government meeting its reform targets.
04 Dec 2015, 10.01 am | Source: CNBC-TV18
Timothy Moe, Goldman Sachs has started 2016 with overweight rating on India as he believes the strategic case for India is one of the most positive in the region.
04 Dec 2015, 8.59 am | Source: CNBC-TV18
Jonathan Schiessl of Ashburton says that the ECB decision was bit of a disappointment and could create more volatility in the markets.
03 Dec 2015, 9.09 pm | Source: CNBC-TV18
He believes corporate earnings are likely to turnaround in 2016 and the worst is over.
03 Dec 2015, 9.55 am | Source: CNBC-TV18
At constant P/E and moderate earnings growth, the Sensex could reach 30,000 by December 2016, Kumar feels.
01 Dec 2015, 9.31 am | Source: CNBC-TV18
Mark Mobius says he is seeing a rise in domestic investment within emerging markets, and feels that the rise of emerging market sovereign funds is changing the fund flow picture
30 Nov 2015, 6.19 pm | Source: CNBC-TV18
Siva believes there is more room for underperformance, as investors have been 'hiding' in India and the Philippines.
30 Nov 2015, 11.37 am | Source: CNBC-TV18
Hartmut Issel of UBS says that PSU banks will be be more attractive once reforms are in place.
27 Nov 2015, 3.57 pm | Source: CNBC-TV18
"We continue to focus on safety. India & China remain our largest overweight," says Viktor Shvets, Macquarie.
26 Nov 2015, 10.21 am | Source: CNBC-TV18
Equity markets are in the most seasonally favourable time of the year. Markets across the board are going to hit all time highs, most probably before year-end, with Dow at 20000 by Aug-2016, said Paul Schatz, President of Heritage...
24 Nov 2015, 9.34 pm | Source: CNBC-TV18
Vishnu Varathan, chief Asia economist at Mizuho Bank, however, feels volatility in the Indian markets will continue for the next 1-2 years
24 Nov 2015, 1.43 pm | Source: CNBC-TV18
While earnings downgrades are not over yet, their pace should slow down in H2FY16, Mahesh Nandurkar feels.
24 Nov 2015, 9.34 am | Source: CNBC-TV18
Ian Hui, global market strategist at JPMorgan Asset Management says the attitude of global funds towards emerging markets will continue to remain cautious considering China, strong dollar are still worrisome
24 Nov 2015, 8.28 am | Source: CNBC-TV18
According to him, 2016 median EPS growth is optimistic at 22 percent but even with downgrades growth will be high relative to the region.
23 Nov 2015, 10.52 am | Source: CNBC-TV18
The US Federal Reserve on Friday announced that its Board of Governors will meet on Monday “under expedited procedures” for a review and determination of the advance and discount rates.
23 Nov 2015, 8.37 am | Source: CNBC-TV18
On Indian markets, Dr Robert Baur, chief global economist, Principal Financial Group says the stock market valuations are below average on poor earnings, but the government will continue investing in infrastructure.
20 Nov 2015, 4.00 pm | Source: CNBC-TV18
Christopher Wood, CLSA believes it is still the case for now that India remains a better relative-return story in the Asia and emerging market context than an absolute-return story given the continuing lack of any evidence of a re...
20 Nov 2015, 9.01 am | Source: CNBC-TV18