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FII View

  • India projected to overtake China sustainably: Mizuho Bk

    India projected to overtake China sustainably: Mizuho Bk   

    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

  • Pace of earnings downgrade may slow down in H2FY16: CLSA

    Pace of earnings downgrade may slow down in H2FY16: CLSA  

    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

  • See volatility post Fed hike; India best bet among EMs: Hui

    See volatility post Fed hike; India best bet among EMs: Hui   

    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

  • India remains best structural growth story in EMs: JPMorgan

    India remains best structural growth story in EMs: JPMorgan  

    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

  • Don`t expect any policy change in Fed`s meet: Hoguet

    Don't expect any policy change in Fed's meet: Hoguet   

    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

  • Hard for Fed to not raise rates in Dec: Principal Fin Grp

    Hard for Fed to not raise rates in Dec: Principal Fin Grp   

    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

  • CLSA maintains triple overweight on India in APAC ex-Japan

    CLSA maintains triple overweight on India in APAC ex-Japan  

    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

  • Citi cuts Sensex target to 29300 for June 2016 on earnings

    Citi cuts Sensex target to 29300 for June 2016 on earnings  

    Aditya Narain, Citi revises Sensex target to 29,300 for June 2016 against 35,000 earlier and introduce a December 2016 target of 32,000, benchmarked off a 1-year forward P/E of 16x.

    19 Nov 2015, 9.06 am  |  Source: CNBC-TV18

  • Fed rate hike may drive more outflows from EMs: Rabobank

    Fed rate hike may drive more outflows from EMs: Rabobank   

    Michael Every of Rabobank believes a December rate hike is a done deal but the question remains on how aggressive will be their course of action through 2016.

    19 Nov 2015, 8.44 am  |  Source: CNBC-TV18

  • See 7.1% GDP growth in FY16; RBI to cut 75 bps next yr: UBS

    See 7.1% GDP growth in FY16; RBI to cut 75 bps next yr: UBS   

    Teather expects GDP to grow at 7.6 percent in FY16 and at 7.8 percent in FY18.

    18 Nov 2015, 1.04 pm  |  Source: CNBC-TV18

  • Infra spend, 7 Pay Panel +ve for mkt; like NTPC: Macquarie

    Infra spend, 7 Pay Panel +ve for mkt; like NTPC: Macquarie   

    Rakesh Arora, Head of Research-India at Macquarie Capital Securities is bullish on sectors like infrastructure in road and railways, consumer discretionary and pharmaceutical. He is neutral to negative on banks and IT.

    18 Nov 2015, 11.10 am  |  Source: CNBC-TV18

  • India safe EM but Fed hike to make developed mkts safer:UBS

    India safe EM but Fed hike to make developed mkts safer:UBS   

    With growth in place for the United States and Fed prepared for modestly strong dollar, Fed is likely to hike rates in December and as a result of this, EMs will see a fresh sell off, says Bhanu Baweja of UBS.

    18 Nov 2015, 9.02 am  |  Source: CNBC-TV18

  • Structurally OW India; QE may resume in US: Chris Wood

    Structurally OW India; QE may resume in US: Chris Wood   

    Christopher Wood, Equity Strategist, CLSA is extremely concerned with the lack of emergency on part of the government to address the non-performing asset issues in public sector banks, which is a big constraint on the economy.

    16 Nov 2015, 10.30 am  |  Source: CNBC-TV18

  • Paris attack dent mood; 50% chance of Fed hike: Macquaire

    Paris attack dent mood; 50% chance of Fed hike: Macquaire   

    Viktor Shvets of Macquarie believes that the incidences of terrorist attacks and their impact on markets may not be just for the short-term but is likely to be an ongoing process that could last for many years.

    16 Nov 2015, 8.36 am  |  Source: CNBC-TV18

  • Pvt bank growth to continue; like auto; UW on IT: BlackRock

    Pvt bank growth to continue; like auto; UW on IT: BlackRock   

    With the foreign direct investments (FDI) reforms in 15 sectors, there will be increased capital inflow, says Dhiren Shah, Portfolio Manager, BlackRock.

    14 Nov 2015, 2.19 pm  |  Source: CNBC-TV18

  • Growth to accelerate for India in 2016-17: Societe General

    Growth to accelerate for India in 2016-17: Societe General   

    India is one of the few markets that will see growth acceleration in the next year and year after that, says Xavier Denis, Global strategist, Societe Generale.

    13 Nov 2015, 1.02 pm  |  Source: CNBC-TV18

  • RBI Dec rate cut unlikely but Fed may hike: Morgan Stanley

    RBI Dec rate cut unlikely but Fed may hike: Morgan Stanley   

    Chetan Ahya, Co-Head-Global Economics & Chief Asia Economist Morgan Stanley, does not expect any change from RBI on Dec 1 but expects Fed to hike in mid-December.

    13 Nov 2015, 9.00 am  |  Source: CNBC-TV18

  • India relatively under-banked, so like financials: Moakes

    India relatively under-banked, so like financials: Moakes   

    Nick Moakes of The Wellcome Trust says they have invested in the financial services sector mainly because India is still relatively under-banked.

    10 Nov 2015, 4.02 pm  |  Source: CNBC-TV18

  • Q2FY16 earnings lacklustre, downgrade industrials: Barclays

    Q2FY16 earnings lacklustre, downgrade industrials: Barclays  

    With the exception of energy, all sectors have seen downgrades to FY16 consensus earnings estimates since the start of the current quarter, with the largest downgrades seen in materials and industrials, Singh says.

    10 Nov 2015, 9.14 am  |  Source: CNBC-TV18

  • Fed Dec hike more likely; prefer DMs over EMs: Ian Hui

    Fed Dec hike more likely; prefer DMs over EMs: Ian Hui   

    Ian Hui of JP Morgan Asset Management is also of the view that the Fed is likely to hike rates in December, which is the main cause for volatility in the markets world over and is also likely to continue for some more time.

    10 Nov 2015, 8.48 am  |  Source: CNBC-TV18

  • Fed rate hike seen in March; India still attractive: Expert

    Fed rate hike seen in March; India still attractive: Expert   

    In an exclusive interview to CNBC-TV18, Jerome Booth, Chairman, New Sparta Group shares his views on the impending Fed rate hike and the impact the BJP's defeat in Bihar polls will have on investment decisions.

    09 Nov 2015, 7.18 pm  |  Source: CNBC-TV18

  • See India as best investment location over 5 yrs: Newton

    See India as best investment location over 5 yrs: Newton   

    According to Rob Marshall-Lee of Newton Investment Management, there is also a lot of pent up demand post the slowdown, Economy was stifled under the previous government, he says. The Narendra Modi government is pushing for econom...

    09 Nov 2015, 2.37 pm  |  Source: CNBC-TV18

  • India growth story remains intact, buy on correction: CLSA

    India growth story remains intact, buy on correction: CLSA  

    According to Mahesh Nandurkar, CLSA, the market may fear that the prime minister will start spending more time on party politics and he would have less time available for governance.

    09 Nov 2015, 10.48 am  |  Source: CNBC-TV18

  • Buy if market falls post Bihar elections results: CLSA

    Buy if market falls post Bihar elections results: CLSA  

    Chris Wood, CLSA says investors should view this as short-term noise and use any significant weakness as a buying opportunity even though it is also true that the current continuing earnings season has so far been relatively disap...

    06 Nov 2015, 10.34 am  |  Source: Moneycontrol.com

  • Cut FY16/17 Nifty EPS estimates by 0.6-2%: Credit Suisse

    Cut FY16/17 Nifty EPS estimates by 0.6-2%: Credit Suisse  

    He further says Credit Suisse analysts have cut FY16/17 Nifty EPS estimates by 0.6-2 percent, adding cuts were broad-based, only energy and telecom have seen upgrades.

    05 Nov 2015, 11.14 am  |  Source: CNBC-TV18

  • EM currencies may see pain if Fed hikes in Dec: SocGen

    EM currencies may see pain if Fed hikes in Dec: SocGen   

    Xavier Denis, global strategist, Societe Generale Securities, says emerging market equities will react more to earnings, which has not been too bright

    05 Nov 2015, 8.22 am  |  Source: CNBC-TV18

  • Bihar poll result impact to be brief; earnings key:Rabobank

    Bihar poll result impact to be brief; earnings key:Rabobank   

    Michael Every, Rabobank says state elections may cause a short-term volatility but for the long-term, market price is only about fundamentals.

    04 Nov 2015, 10.38 am  |  Source: CNBC-TV18

  • Expect earnings downgrades, 2HFY16 may be much better: CLSA

    Expect earnings downgrades, 2HFY16 may be much better: CLSA  

    Nandurkar says consensus has downgraded FY16 earnings estimates by 1 percent since the beginning of results season and 3.5 percent over past three months. He expects more earnings downgrades ahead. 2HFY16 will likely be much bette...

    04 Nov 2015, 8.58 am  |  Source: CNBC-TV18

  • Underweight on India, prefer IT over financials: JP Morgan

    Underweight on India, prefer IT over financials: JP Morgan  

    Garg says he continues to see rotational opportunities as the main plays, with main trades being underweight on India, China likely to go nowhere, continue to prefer consumer discretionary versus staples, technology over financial...

    03 Nov 2015, 9.08 am  |  Source: CNBC-TV18

  • Bihar elections to decide trend for market: Macquarie

    Bihar elections to decide trend for market: Macquarie  

    All eyes are on Bihar elections to lift sentiment and take the market beyond the range, says Arora.

    02 Nov 2015, 10.30 am  |  Source: CNBC-TV18

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