FII View

Outsourcing biz booming, but foreign cos winning: JP Morgan  

27 Dec 2012, 10.32 am  |  Source: Moneycontrol.com

An analysis by brokerage house JP Morgan shows that IT Services industry still produces market-beating returns (with the exception of 2012), contrary ...

Year 2013: Sensex may see 15% returns, says Julius Baer   

24 Dec 2012, 12.12 pm  |  Source: CNBC-TV18

In an interview to CNBC-TV18, Mark Shirreff Matthews, head of Asia research at Julius the reforms will be pushed through and that will accelerate the ...

See 15-20% return in 2013 but valuations not cheap: F&C   

24 Dec 2012, 9.32 am  |  Source: CNBC-TV18

Jeff Chowdhry, head of emerging equities at F&C Investments, says that he expects the liquidity flow to continue and India may see more investment com...

See 100% upside in UBI, Vijaya Bank, UCO Bank: Darashaw   

21 Dec 2012, 12.25 pm  |  Source: CNBC-TV18

Regan Homavazir of Darashaw is bullish on the Bank Nifty and expects the uptrend to sustain. ...

Nomura warns about air conditioning sector in India  

21 Dec 2012, 10.56 am  |  Source: Reuters

Nomura says it has come away "with extremely negative takeaways" for the Indian heating, ventilation and air conditioning (HVAC) market after meeting ...

Cash from Fed move, BoJ easing to boost markets: Harris   

20 Dec 2012, 4.40 pm  |  Source: CNBC-TV18

Richard Harris, chief executive, Port Shelter Investment Management explains, on CNBC-TV18 that liquidity from the Federal Reserve and the ease in rat...

Favour high-beta Asian currencies, bullish on EMs: SocGen   

19 Dec 2012, 4.19 pm  |  Source: CNBC-TV18

Benoit Anne of Societe Generale (SocGen) explains, on CNBC-TV18, that he favours high-beta Asian currencies in an attempt to cash-in on the rebound in...

Equities may retreat substantially in January: Jim Walker   

19 Dec 2012, 1.51 pm  |  Source: CNBC-TV18

Jim Walker, MD of Asianomics believes global investors will continue to remain focused on Asia, helped by the fact that credit conditions in China hav...

Ambit Cap sees big reallocations to India; suggests buys   

19 Dec 2012, 11.22 am  |  Source: CNBC-TV18

Saurabh Mukherjea of Ambit Capital says the domestic political situation will be the biggest risk for our markets next year. He says Indian equities h...

Euro trades higher in a new range: Nick Parson   

18 Dec 2012, 8.57 am  |  Source: CNBC-TV18

Nick Parson of National Australia Bank, says that no news is indeed good news for Europe. He says in the news free markets he is seeing the euro curre...

Nomura bullish on India bonds, offshore OIS belly  

17 Dec 2012, 3.16 pm  |  Source: Reuters

Nomura says fall in November inflation gives credence to view that Indian market rates are falling. ...

See Nifty at 6200; bullish on rupee till 55/$: Barclays   

17 Dec 2012, 10.51 am  |  Source: CNBC-TV18

Dhiren Sarin of Barclays believes the market at the moment is consolidating for more above the 6,000 level on Nifty. Therefore, that remains the first...

Indian equities good long-term play: KKR   

14 Dec 2012, 1.39 pm  |  Source: CNBC-TV18

In an interview to CNBC-TV18 Henry Mcvey, managing director, KKR shared his reading and outlook on the US markets. He says, with the extension of quan...

Bullish on mkt; infra, fertilizer stocks may gain: HSBC    

14 Dec 2012, 10.23 am  |  Source: CNBC-TV18

The Union cabinet cleared the Land Acquisition bill and formed a cabinet committee for the long-pending infrastructure projects in a meeting yesterday...

Fiscal cliff threat eases into gradual hill: Solaris   

14 Dec 2012, 9.21 am  |  Source: CNBC-TV18

Tim Ghriskey, CIO, Solaris Asset Management explains to CNBC-TV18 that the threat of the fiscal cliff has been reduced to an issue of time. Ghriskey a...

World mkts to rise, India to buzz on growth in '13: AMP Cap   

12 Dec 2012, 2.05 pm  |  Source: CNBC-TV18

Shane Oliver of AMP Capital Investors explains to CNBC-TV18 that with the fiscal cliff in the US nearing resolution, economically healthier emerging m...

Greece may get next tranche of bailout: StanChart   

11 Dec 2012, 3.42 pm  |  Source: CNBC-TV18

Sarah Hewin, Regional head of research, Standard Chartered, says that there are chances that the Greek authorities will achieve the target of 30 billi...

Banks to do well in 2013; mkt-share, margins dim NBFCs: UBS   

11 Dec 2012, 1.24 pm  |  Source: CNBC-TV18

Vishal Goyal, executive director, UBS Securities to CNBC-TV18 that banks will perform well in 2013 and adds that he does not favour NBFCs due to worri...

EU mkts to end year on positive; volatility not bad: Ladwa   

11 Dec 2012, 9.34 am  |  Source: CNBC-TV18

Manoj Ladwa, head of trading at TJ Markets explains to CNBC-TV18 that the European markets will end the year on a positive note and that the current v...

European markets may correct in next few weeks: SocGen   

10 Dec 2012, 3.50 pm  |  Source: CNBC-TV18

Patrick Legland, global head research, Societe Generale, says that there was a good rebound in most European emerging markets but we might see some co...

Indian economy may beat expectations in 2013: Goldman Sachs  

09 Dec 2012, 12.38 pm  |  Source: PTI

India's GDP may exceed all expectations next year as there are signs that policymakers might spring up positive surprises, Goldman Sachs has said....

Asking investors to buy dips going into 2013: Credit Suisse   

07 Dec 2012, 9.22 am  |  Source: Moneycontrol.com

Sakthi Siva, MD, Asia Pacific Equity Strategist & Global Emerging Markets Equity Strategist at Credit Suisse is asking investors to buy on dips going ...

Global manufacturing business outlook picking up: Ashmore    

06 Dec 2012, 3.13 pm  |  Source: CNBC-TV18

Jan Dehn, co-head research, Ashmore Investment Management, feels that a deal on fiscal cliff will be reached by January. He is of the view that both t...

More downside in IT cos seen on profit squeeze: Templeton   

06 Dec 2012, 12.01 pm  |  Source: CNBC-TV18

Shares of Indian software services firms could decline in the near to medium term because of likely weak profits, feels R. Sukumar, MD and Chief Inves...

See mild gains in Dec; FII selling in Jan: M Stanley PMW   

06 Dec 2012, 9.53 am  |  Source: CNBC-TV18

Gaurav Doshi, VP - PMS, Morgan Stanley PWM expects market to close flat to positive in the month of December. ...

Earnings momentum to be concern for mkts ahead: HSBC Bank   

05 Dec 2012, 11.37 am  |  Source: CNBC-TV18

Arjuna Mahendran of HSBC Private Bank feels investors are preferring this region because it is showing definite signs of growth. However, he believes ...

Fiscal cliff drag on corp America: Ghriskey   

05 Dec 2012, 11.15 am  |  Source: CNBC-TV18

Tim Ghriskey, CIO, Solaris Asset Management explains that the dilly-dallying among politicians on the resolution of the fiscal cliff is weighing down ...

Domestic investors may return to market in 2013: Geosphere   

05 Dec 2012, 9.30 am  |  Source: CNBC-TV18

Arvind Sanger, managing partner, Geosphere Capital Management says the set up is reasonably supportive for the Indian market going into 2013. ...

Greece to stay in Eurozone in short term: Lloyds   

04 Dec 2012, 3.54 pm  |  Source: CNBC-TV18

Trevor Williams, chief economist, Lloyds, says that in the short term, Greece will continue to remain in Europe and markets will react to it by risk o...

Mkt focus to shift towards fisc cliff by yr-end: Macquarie   

04 Dec 2012, 11.37 am  |  Source: CNBC-TV18

Richard Gibbs, Global Head of Macquarie Securities feels as the end of the year is approaching, the markets will be more focused on the US fiscal cli...