Jan Lambregts of Rabobank says, US jobs data could be a powerful tactical bear rally going forward.
04 Mar 2016, 4.58 pm | Source: CNBC-TV18
Taimur Baig, Chief Economist, Asia Global Markets Research, Deutsche Bank AG says that while one rate hike is expected to be in the offing, more is unlikely to come.
03 Mar 2016, 10.45 am | Source: CNBC-TV18
Even with lower earnings expectations, India stands out as he expects overall regional EPS growth of just 1 percent and larger forex weakness in most parts of the region, Timothy Moe of Goldman Sachs says.
03 Mar 2016, 8.51 am | Source: CNBC-TV18
The environment in the world is still volatile and India does not have a catalyst to drive ahead if the world is still weak, so stick to defensive stocks, says Pratik Gupta, Head-Equities, Deutsche Bank India.
02 Mar 2016, 11.27 am | Source: CNBC-TV18
Sakthi Siva of Credit Suisse continues to prefer cyclicals regionally and in India. Top picks from the Credit Suisse regional portfolio are HCL Technologies and Hindalco.
02 Mar 2016, 10.01 am | Source: CNBC-TV18
Ridham Desai, Head-India Equity Research & India Equity Strategist, Morgan Stanley believes there is a room for rate cut for RBI now but does not expect them to advance it by a month and do it in between two policies.
01 Mar 2016, 9.17 am | Source: CNBC-TV18
In an interview to CNBC-TV18's Latha Venkatesh and Sonia Shenoy, Chris Roberts shared his expectations from Arun Jaitely's Union Budget and his outlook on the road ahead.
29 Feb 2016, 10.20 am | Source: CNBC-TV18
The fiscal deficit target for FY17 is likely to be 3.7% and the nominal gross domestic product (GDP) growth to be around 11 percent, says Chetan Ahya of Morgan Stanley.
29 Feb 2016, 9.18 am | Source: CNBC-TV18
Gautam Chhaochharia, Head-India Research, UBS Securities, says: "The consolidated fiscal deficit number is not looking good and the quality of spending will most definitely deteriorate as the bulk of spending will come from the st...
29 Feb 2016, 8.53 am | Source: CNBC-TV18
Katalin Gingold, Head-Equity Research, Cartica Capital is not investing in the finance space. She feels banks need to clean up their NPLs. "The transmission mechanism also needs to be de-clogged. At the moment, we are not betting ...
29 Feb 2016, 8.44 am | Source: CNBC-TV18
Mohammed Apabhai of Citi said the Budget needs to balance the fiscal while stimulating economy and bank recapitalization.
29 Feb 2016, 8.25 am | Source: CNBC-TV18
Speaking to CNBC-TV18, Arvind Sanger, Founder & Managing Partner at Geosphere Capital Management says a bold budget is needed for a sustainable market rally.
29 Feb 2016, 8.23 am | Source: CNBC-TV18
Bharat Iyer of JPMorgan believes the market could have an appetite for fiscal slippage provided the end use of funds is very clearly mandated and adhered to for important issues like PSU banks recapitalisation.
26 Feb 2016, 9.10 am | Source: CNBC-TV18
Michael Kurtz, Chief Asia Equity Strategist of Nomura says, while this will be a 'run-of-the-mill' Budget, corporate tax cut will be a positive.
26 Feb 2016, 8.55 am | Source: CNBC-TV18
Speaking to CNBC-TV18, Rob Marshall Lee, Newton Investment Management says the government must look at infrastructure spending and rural consumer that have been suffering due to reversal in some subsidies like MNREGA.
25 Feb 2016, 10.28 pm | Source: CNBC-TV18
Lucy Macdonald, CIO of Allianz Global Investors feels there is an inflationary bias within India but it has been under much better control recently.
25 Feb 2016, 2.36 pm | Source: CNBC-TV18
Neelkanth Mishra of Credit Suisse expects more bank non-performing assets (NPAs) and maintain underweight on financials. He remains overweight on consumption with stocks like HUL, Emami, Maruti, Havells, BPCL and overweight on IT.
25 Feb 2016, 9.04 am | Source: CNBC-TV18
Geoff Lewis, Global Strategist-Capital Markets Group at Manulife Asset Management, says India will benefit more from falling commodity prices and domestic growth.
25 Feb 2016, 8.47 am | Source: CNBC-TV18
As far as China is concerned, Adrian Mowat of JPMorgan feels the situation is becoming less precarious and the pressure on the Chinese currency (yuan) is easing now. He does not see China dragging India lower, instead feels it is ...
24 Feb 2016, 10.04 am | Source: CNBC-TV18
The Indian government also needs to help the banking sector get back into shape – banking sector is the heart of any economy, says Manish Singh, Chief Strategist & Head of Investments, Crossbridge Capital LLP.
23 Feb 2016, 5.39 pm | Source: CNBC-TV18
Jan Lambregts of Rabobank gave his views on why the Asian and European markets are down despite a positive handover from the Wall Street
23 Feb 2016, 3.20 pm | Source: CNBC-TV18
Indranil Sengupta of Bank of America Merrill Lynch expects subsidies to continue to come off to 1.5 percent of GDP in FY17 from 1.7 percent earlier on account of falling oil.
23 Feb 2016, 9.15 am | Source: CNBC-TV18
Andrew Holland, CEO of Ambit Investment Advisors, says the quality of stocks that are rallying is quite uninspiring and there could be a swift trading move to 7600.
22 Feb 2016, 10.37 am | Source: CNBC-TV18
Awasthi believes that the 2016 Budget will be a better from growth perspective.
22 Feb 2016, 9.06 am | Source: CNBC-TV18
Mohammed Apabhai of Citi says that what the market is seeing currently is a low quality rally. Watch accompanying video for more.
19 Feb 2016, 1.07 pm | Source: CNBC-TV18
Nandurkar still believes that a broader economic improvement requires capex revival, which in turn is dependent on a property market recovery which is about 12 months away.
19 Feb 2016, 8.59 am | Source: CNBC-TV18
Brian Jacobsen of Well Fargo Asset Management says that some improvement is needed in fiscal deficit numbers and says it should be close to 2-3 percent instead of 3.7 percent currently.
18 Feb 2016, 9.26 pm | Source: CNBC-TV18
The global economy is not facing the prospects of a recession and the commodity deflation that has troubled it has likely troughed out, says Abby Joseph Cohen, Senior Investment Strategist at Goldman Sachs.
18 Feb 2016, 9.00 pm | Source: CNBC-TV18
The best way for India to counter imported deflation is by ensuring that its rupee is 'fairly valued'. Ahya feels the rupee at the moment is 'over valued'.
17 Feb 2016, 11.49 am | Source: CNBC-TV18
As far as corporate earnings go, India is growing faster on a relative basis, though earnings recovery that the market has been looking for since the last year is yet to come through, says Ridham Desai, head of India equity resear...
17 Feb 2016, 11.38 am | Source: CNBC-TV18