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FII View

  • Underweight on SBI, retain overweight on Maruti: Credit Suisse

    Underweight on SBI, retain overweight on Maruti: Credit Suisse  

    "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

  • Wait for earnings, monsoon & then see how markets react: HSBC

    Wait for earnings, monsoon & then see how markets react: HSBC   

    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

  • Monsoon may help rural economy add 0.5-1% to GDP: CLSA

    Monsoon may help rural economy add 0.5-1% to GDP: CLSA  

    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

  • Crude rally is a hope rally, may not sustain itself: ANZ

    Crude rally is a hope rally, may not sustain itself: ANZ   

    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

  • Market rally to continue in medium term, Hero top pick: Deutsche

    Market rally to continue in medium term, Hero top pick: Deutsche  

    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

  • India may outperform if global mkts are supportive: Ridham Desai

    India may outperform if global mkts are supportive: Ridham Desai   

    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

  • Forex rate determining flows, equity moves: Lakefield Partners

    Forex rate determining flows, equity moves: Lakefield Partners   

    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

  • Fed rate hike likely in Sept; underweight on EMs: UBS

    Fed rate hike likely in Sept; underweight on EMs: UBS   

    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

  • See 100 bps growth in cos` Q4 margin, 15% growth in FY17: CLSA

    See 100 bps growth in cos' Q4 margin, 15% growth in FY17: CLSA  

    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

  • We remain firm backers of emerging markets story: Aberdeen

    We remain firm backers of emerging markets story: Aberdeen   

    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

  • Rate cut key beneficiaries: UBS picks LIC Housing, HDFC Bank

    Rate cut key beneficiaries: UBS picks LIC Housing, HDFC Bank  

    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

  • India`s valuations & returns big concerns: Credit Suisse

    India's valuations & returns big concerns: Credit Suisse   

    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

  • India may outperform by 20-30% over medium term: Mark Mobius

    India may outperform by 20-30% over medium term: Mark Mobius   

    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

  • Mkt may beat beginning of transition into growth styles: Ridham

    Mkt may beat beginning of transition into growth styles: Ridham  

    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

  • Govt spending, pvt investment pick-up keenly watched: Comgest

    Govt spending, pvt investment pick-up keenly watched: Comgest   

    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

  • India a buy on dips market; global politics key risk: JP Morgan

    India a buy on dips market; global politics key risk: JP Morgan   

    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

  • Big bang reforms key to growth, drawing investors: Credit Suisse

    Big bang reforms key to growth, drawing investors: Credit Suisse   

    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

  • Earnings, direction of $ to show way for global mkts: Verstraete

    Earnings, direction of $ to show way for global mkts: Verstraete   

    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

  • Fed likely to pause; India stands out amongst EMs: UBS

    Fed likely to pause; India stands out amongst EMs: UBS   

    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

  • Market upmove accompanied by fundamental improvement: Nomura

    Market upmove accompanied by fundamental improvement: Nomura   

    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

  • Global rally may continue; Fed likely to hike in June: Ian Hui

    Global rally may continue; Fed likely to hike in June: Ian Hui   

    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

  • Retain underweight on India, RoE halves from 2005 highs: Siva

    Retain underweight on India, RoE halves from 2005 highs: Siva  

    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

  • Movement of dollar most important for global mkts: Macquarie

    Movement of dollar most important for global mkts: Macquarie   

    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

  • Key triggers - RBI policy, GST bill, Q4 earnings: Morgan Stanley

    Key triggers - RBI policy, GST bill, Q4 earnings: Morgan Stanley  

    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

  • India a key pick among EMs: Banque Internationale

    India a key pick among EMs: Banque Internationale   

    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

  • Fed move, weak $ calm EMs; India lags Brazil on valuations: JPM

    Fed move, weak $ calm EMs; India lags Brazil on valuations: JPM   

    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

  • See sentiment towards EMs turning constructive: Crossbridge Cap

    See sentiment towards EMs turning constructive: Crossbridge Cap   

    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

  • DIIs to support market; like infra, cement, pharma: Canara HSBC

    DIIs to support market; like infra, cement, pharma: Canara HSBC   

    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 saving rates cut a bold political move, says Deutsche

    Small saving rates cut a bold political move, says Deutsche  

    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

  • Market has priced in a 25-bps cut; RBI outlook to be key: Nomura

    Market has priced in a 25-bps cut; RBI outlook to be key: Nomura   

    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

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