In CNBC-TV18’s special series 'London Eye', Udayan Mukherjee travelled all the way to London to get talking to the most influential market voices. In an interview with Mukherjee, Russel Napier of ERIC gives his views on the fed ...
09 Jun 2016, 9.36 am | Source: CNBC-TV18
Closely monitored indicators show we have turned the corner in terms of economic revival and though earnings might take a while to recover fully, we see the market discounting it even before it reflects in the numbers, says Abhina...
08 Jun 2016, 3.40 pm | Source: CNBC-TV18
Indian shares have priced in a lot of good news and have now started looking a bit expensive, says Devendra Joshi, Equity Strategist - Asia Pacific, HSBC.
08 Jun 2016, 9.52 am | Source: CNBC-TV18
Bharat Iyer of JP Morgan says base case is for Indian equities to deliver 12-15 percent over the next 12 months, driven mainly by earnings growth forecast.
08 Jun 2016, 7.18 am | Source: CNBC-TV18
After the RBI’s monetary policy meet today, Ian Hui told CNBC-TV18 that foreign investors will not pull out of India because of governor Rajan’s exit.
07 Jun 2016, 3.52 pm | Source: CNBC-TV18
While two wheelers, select private banks and non-banking financial companies (NBFCs) have growth stories embedded in them, public sector unit (PSU) banks are still about uncertainty, says Andrew Holland, CEO of Ambit Investment Ad...
07 Jun 2016, 9.55 am | Source: CNBC-TV18
Samiran Chakraborty of Citi said it is a mystery why Indian bond yields haven't fallen, saying that the RBI can't do much to push yields below 7.4 percent.
07 Jun 2016, 8.57 am | Source: CNBC-TV18
July is next when a FOMC monetary policy change is likely, given the markets see good data in the interim, says Michael Every of Rabobank.
07 Jun 2016, 8.34 am | Source: CNBC-TV18
Speaking to CNBC about his new book, “The Rise and Fall of Nations” Sharma said that he prefers US over China despite the possibility of Donald Trump making it to the White House.
06 Jun 2016, 9.04 pm | Source: CNBC-TV18
Surendra Goyal of Citigroup India said the brokerage has revised its outlook for Sensex to 28,800 from 27,000 drawing confidence from the good earnings show India Inc delivered in March quarter of FY16.
06 Jun 2016, 10.54 am | Source: CNBC-TV18
A pause in the Fed's rate hike cycle would be positive for emerging markets, says Geoff Lewis of Manulife Asset Management.
06 Jun 2016, 9.48 am | Source: CNBC-TV18
Citi expects an earnings growth of roughly 14 percent for this fiscal year
03 Jun 2016, 8.54 am | Source: Moneycontrol.com
A move back to the old resistance/now support at the 7,900-8,000 area in the short term should be seen as an attractive buying opportunity, says CLSA technical analyst Laurence Balanco
03 Jun 2016, 8.40 am | Source: Moneycontrol.com
From a six months view, investors should only buy equity if they can deal with global risks, says Ridham Desai, Managing Director of Morgan Stanley India.
02 Jun 2016, 3.45 pm | Source: CNBC-TV18
Sanjay Shah, Co-Country Head & Co-Head of Indian Equity Business at Morgan Stanley, said cement and retail credit for banks are growing. Urban consumption and government spending are strong, he added. However, rural consumption is...
02 Jun 2016, 3.09 pm | Source: CNBC-TV18
Number of positive surprises in earnings outpaced negative surprises for the first time in at least the last one year, says Nomura
02 Jun 2016, 9.15 am | Source: Moneycontrol.com
Bharat Iyer of JP Morgan expects the earnings recovery to gather momentum into FY17 and estimates earnings growth of 12-14 percent for FY17 for the broad market.
01 Jun 2016, 3.51 pm | Source: CNBC-TV18
India is more resilient to global factors like Fed rate hike now, says Jonathan Garner, Chief Asia & EM Equity Strategist at Morgan Stanley.
01 Jun 2016, 10.43 am | Source: CNBC-TV18
"Outperforms include ICICI Bank, L&T, BPCL, HUL, Tata Motors, Shriram Transport and underperforms include SBI, Bharti Airtel & BHEL," Neelkanth Mishra of Credit Suisse says
01 Jun 2016, 9.04 am | Source: CNBC-TV18
Indian equities are now trading a little over 17 times one-year forward earnings, which many experts feel is expensive given the patchy recovery in the economy and a slower-than-expected recovery in earnings
31 May 2016, 10.12 am | Source: Moneycontrol.com
A clear recovery economic and earnings is finally visible and growth is at an inflexion point, says Ridham Desai, Head of Equity Research & India Equity Strategist at Morgan Stanley.
31 May 2016, 8.57 am | Source: CNBC-TV18
Fundamentals in the G7 markets are growing weaker and corporate earnings are likely to be down by 5-10 percent across these markets. This will improve the relative ranking of the Indian market, says Christopher Palmer, Founder and...
26 May 2016, 6.00 pm | Source: CNBC-TV18
In an interview to Mint newspaper, Jayant Sinha, Minister of State for Finance said the government was confident of getting GST passed in the first week of the monsoon session. But CLSA feels the government will not find it easy p...
23 May 2016, 10.23 am | Source: Moneycontrol.com
Earnings have started to bottom out only now, while banks are still reeling under NPA pressure, pushing away the multiplier effect for markets, says Andrew Holland, CEO, Ambit Investment Advisors.
23 May 2016, 10.12 am | Source: CNBC-TV18
Hartmut Issel of UBS maintained his earlier stance on two Fed rate hikes. He expects the first one to come as early as June. The second hike will come in December, he added.
20 May 2016, 12.05 pm | Source: CNBC-TV18
Geoffrey Dennis of UBS believes the Fed is likely to hike only by September and then later on in December.
20 May 2016, 8.34 am | Source: CNBC-TV18
Investors globally are becoming more cautious and cash levels are rising, says Manish Kabra, Vice President - European Equity and Quant Strategy, Bank of America Merrill Lynch Global Research.
19 May 2016, 3.26 pm | Source: CNBC-TV18
The BJP-led government at the Centre will be able to pass the GST in the Upper House even without the support of the Congress and the Left parties, says Gautam Chhaochharia of UBS.
19 May 2016, 8.55 am | Source: CNBC-TV18
"Although a low base would help earnings growth reach double digits from September 2017, risk of further downgrades to consensus earnings estimates remains high, Mahesh Nandurkar of CLSA says.
19 May 2016, 8.14 am | Source: CNBC-TV18
Marc Faber, the investment guru based out of Thailand, is positive about the Indian stock market, which had peaked last year. There was a dip to 23000 in January and now the market has rebounded to over 25000.
18 May 2016, 10.46 am | Source: CNBC-TV18