Jamie Fahy, analyst, Global Macro Strategy & Asset allocation at Citi thinks China's exchange rate extremely overvalued and the country needs extended fiscal stimulus to resurrect its frail economy.
26 Aug 2015, 10.07 am | Source: CNBC-TV18
"Following the Yuan devaluation, EM bond fund redemptions are building. This puts further pressure on currencies and can constrain monetary policy. These conditions drive an overshoot," Mowat said.
26 Aug 2015, 8.58 am | Source: CNBC-TV18
As far as India is concerned, Andrew Holland of Ambit Investment Advisors maintains that Nifty will be at 10,000 by December-end.
25 Aug 2015, 3.11 pm | Source: CNBC-TV18
India's is a gradual investment-led recovery that is going to fuel a subsequent consumer-led recovery and that story is entirely intact, says Ashmore Investment's Jan Dehn.
25 Aug 2015, 2.11 pm | Source: Moneycontrol.com
"FIIs continue to believe that this is the place that they want to be invested. Most investors have reiterated that they are overweight India and they do not intend to trim that. and I think that is also what I am learning from my...
25 Aug 2015, 12.25 pm | Source: CNBC-TV18
From a 6-12 months perspective Ben Luk, Global Market Strategist, JP Morgan Asset Management is overweight on developed market equities like US and Europe and underweight on emerging market (EM) equities. However, amongst the EMs,...
25 Aug 2015, 11.00 am | Source: CNBC-TV18
Talking about the expectations of a rate hike by the US Federal Reserve, Wilbur Ross said it is unlikely they will hike in September.
25 Aug 2015, 9.00 am | Source: CNBC-TV18
Given the weak set up on monthly charts, Sunil Garg of JPMorgan sees any rallies as selling opportunities. According to him, the Nifty support is seen around 7,600 on the downside.
25 Aug 2015, 8.55 am | Source: CNBC-TV18
While these short term extremes do not rule out further losses it does indicate a level of capitulation in the near term and provides the platform for a snapback rally, Balanco says in his note
25 Aug 2015, 8.46 am | Source: CNBC-TV18
In an interview to CNBC-TV18, Vivek R Misra, Strategist- Asian Equities and Global Research & Strategy at Societe Generale spoke about the collapse that we have seen across global assets, outlook on rupee, how should we understand...
25 Aug 2015, 8.30 am | Source: CNBC-TV18
In an interview to CNBC-TV18, Manoj Pradhan, Global Economist at Morgan Stanley Research spoke about the collapse that we have seen across global assets and how should we understand the global market meltdown.
25 Aug 2015, 7.28 am | Source: CNBC-TV18
In an interview to CNBC-TV18, George Hoguet, Global Investor Strategist at State Street Global Advisors spoke about the collapse that we have seen across global assets.
25 Aug 2015, 6.56 am | Source: CNBC-TV18
Jan Lambregts, Global Head Of Financial Markets Research, Rabobank advises investors to stay away from investing into the Indian equity market for the time-being.
24 Aug 2015, 4.51 pm | Source: CNBC-TV18
Sakthi Siva of Credit Suisse expects the market to overshoot the 2008-09 low.
24 Aug 2015, 4.25 pm | Source: CNBC-TV18
Speaking about the rally seen in gold, Daniel Hynes of ANZ Research said for the time being gold could even see levels of USD 1200 per ounce on back of currency movements in Asia and seems to be a safe haven for commodity investor...
24 Aug 2015, 1.58 pm | Source: CNBC-TV18
Hartmut Issel of UBS prefers developing markets to emerging markets at this point, though he feels today's sell-off may have been overdone
24 Aug 2015, 1.31 pm | Source: CNBC-TV18
Within the Asian region ex-japan, Michael Kurtz Chief Asia Equity Strategist, Nomura is worried about the Chinese growth but is optimistic on India.
24 Aug 2015, 10.57 am | Source: CNBC-TV18
The recent measure by the Chinese government to devalue its currency was leading to a global fear of a competitive devaluation race. As well, the Fed's expected exit from its zero-interest rate policy is leading to an outflow from...
24 Aug 2015, 8.56 am | Source: CNBC-TV18
According to Timothy Moe, Goldman Sachs, confidence in policy makers' capacity to offset growth concerns has also been shaken in China and elsewhere in the region.
24 Aug 2015, 8.55 am | Source: CNBC-TV18
With the sharp correction in the global equities, where should investors be putting their money and how much more of a downfall can we see, is the worst over last week or are we going to see more reverses this week. In an intervie...
24 Aug 2015, 7.09 am | Source: CNBC-TV18
There is hardly any chance of recovery in global market in the coming days unless policy makers offer positive talks. The only silver line is a hope of recovery emerging in fourth quarter when China property market reports green s...
21 Aug 2015, 4.08 pm | Source: CNBC-TV18
Currencies in emerging market started correcting after China devalued its currency yuan unleasing some sort of currency war. On Friday, the Indian currency hit a fresh two-year low of 65.73 per dollar.
21 Aug 2015, 10.07 am | Source: CNBC-TV18
According to Ridham Desai, Morgan Stanley, the earnings cycle is turning given India's macro is healing and earnings will likely improve through FY2016. As this quarter showed, the risk to India's earnings comes largely from globa...
21 Aug 2015, 9.27 am | Source: CNBC-TV18
The slump in global equity markets today can be attributed to the bouts of weakness persisting in emerging markets -- particularly China, where worse-than-expected PMI data seemed to be confirming the worst.
21 Aug 2015, 8.37 am | Source: CNBC-TV18
As far as the Indian markets are concerned, Shane Oliver of AMP Capital Investors says though it has been volatile and is rather expensive, it is in a far better shape than other emerging markets (EMs).
20 Aug 2015, 11.37 am | Source: CNBC-TV18
We prefer to play the urban consumption theme through our top picks like Nestle, Godrej Consumer, Maruti Suzuki and Zee Entertainment, says Abhay Laijawala of Deutsche Bank.
20 Aug 2015, 8.49 am | Source: CNBC-TV18
According to him, the meaningful risks for the market continued to be outside India. "We continue to prefer private banks, construction and consumption plays," Mishra said.
19 Aug 2015, 9.04 am | Source: CNBC-TV18
Michael Every of Rabobank says the whole equity and Yuan weakness is also suggestive that the Chinese government wouldn’t be buying into equity as to artificially support the market.
18 Aug 2015, 1.13 pm | Source: CNBC-TV18
The much-talked about relief for PSU Banks appear convincing, says Gautam Chhaochharia, Head-India Research at UBS Securities. He admits it is difficult to predict if private sector best practices will be replicated by the PSU Ban...
18 Aug 2015, 9.52 am | Source: CNBC-TV18
"We see more cuts ahead as consensus expectations still builds in a sharp H2 recovery," Mahesh Nandurkar, CLSA said.
18 Aug 2015, 9.17 am | Source: CNBC-TV18