In near-term, correction of 20-30 percent in global equities is expected, Michael Every of Rabobank says.
07 Jul 2016, 8.50 am | Source: CNBC-TV18
While 4-5 percent upside is expected in Indian market, appointment of new RBI governor, monsoon and global markets continue to be key risks for the country, says Herald Van Der Linde of HSBC.
05 Jul 2016, 9.04 am | Source: CNBC-TV18
In an interview with CNBC-TV18's Anuj Singhal and Sonia Shenoy, Jonathan Schiessl of Ashburton talked about the markets and discussed the fund's top portfolio holdings.
01 Jul 2016, 4.05 pm | Source: CNBC-TV18
The rally in global equities that has taken since the Brexit vote is largely driven by investors who are chasing yields in a low-rate environment, says Geoffrey Dennis, Head of Global Emerging Market Strategy at UBS.
01 Jul 2016, 1.28 pm | Source: CNBC-TV18
Considering the slowing growth momentum in US, expectations of no hike are legitimate, says Taimur Baig of Deutsche Bank AG.
01 Jul 2016, 12.55 pm | Source: CNBC-TV18
Baring Private Equity is bullish on Indian markets and says that India's value accretion potential remains good, says Rahul Bhasin, Managing Partner at Baring Private Equity.
01 Jul 2016, 12.27 pm | Source: CNBC-TV18
While EMs are more attractive, investors are still hesitant to put money into these equity markets, Jan Dehn of Ashmore Investment Management says. Global economic backdrop looks uncertain and returns from developed markets contin...
01 Jul 2016, 8.45 am | Source: CNBC-TV18
Post the Brexit, Deutsche Bank is bullish on dollar, but expects sterling to weaken over medium term.
30 Jun 2016, 9.33 am | Source: CNBC-TV18
According to Surendra Goyal of Citi, PSU earnings may benefit on reported employee costs & some corporates like Maruti Suzuki & Hero MotoCorp may gain due to higher interest income.
30 Jun 2016, 8.55 am | Source: CNBC-TV18
US Fed postponing the rate hike on back of volatility is good news for the global markets especially emerging markets (EMs), says Geoff Lewis of Manulife Asset Management.
29 Jun 2016, 8.41 am | Source: CNBC-TV18
Speaking to CNBC-TV18 Morgan Stanley's Ruchir Sharma said we live in a world that is madly disrupted by the crisis of 2008. A few trends have been playing out since then. Brexit has been a big manifestation of that trend, said Sha...
28 Jun 2016, 12.46 pm | Source: CNBC-TV18
India will now be considered a safe heaven for investors, says Moshe Katri, independent IT expert adding that rupee will strengthen in such a scenario.
28 Jun 2016, 9.13 am | Source: Moneycontrol.com
In an interview to CNBC-TV18, James Glassman of JPMorgan says Brexit does not change outlook for global economy. Although there could be short-term volatility, it offers an opportunity to jump back into the market, he says.
28 Jun 2016, 8.44 am | Source: CNBC-TV18
Viktor Shvets of Macquarie expects coordinated central bank action from the Bank of Japan, European Central Bank and Bank of England, with the Federal Reserve taking away tightening to reduce volatility, weaken Yen & avoid a stron...
28 Jun 2016, 8.19 am | Source: CNBC-TV18
Speaking to CNBC-TV18 Laurence Balanco of CLSA said that India and Philippines are among the better Asian markets that are immune to shocks arising from Brexit. Neither of these markets will retest their January lows, he said.
28 Jun 2016, 8.18 am | Source: CNBC-TV18
In an interview to CNBC-TV18, Nilesh Jasani, Head of Research (Asia Pacific) at Jefferies says, it is unclear how post-Brexit economic and financial markets dominos will fall globally, but market risks have certainly climbed.
27 Jun 2016, 2.16 pm | Source: CNBC-TV18
With the Fed likely to delay its tightening post Brexit, the dollar would strengthen in an orderly manner, says Tanvee Gupta Jain, Economist, Macquarie Capital Research.
27 Jun 2016, 10.34 am | Source: CNBC-TV18
CLSA’s Chris Woods sees emerging markets gaining from more monetary easing by central banks in a bid to counter possible volatility arising from the Brexit.
27 Jun 2016, 9.46 am | Source: Moneycontrol.com
Deutsche Bank has advised clients to invest in sectors that have the least exposure to global macro. The only exception is pharmaceuticals as a strong dollar will benefit companies having a sizeable exposure to the US market.
27 Jun 2016, 9.17 am | Source: Moneycontrol.com
There is not much clarity for investors. Central banks will have to coordinate with each other to control volatility from spiking up in near-term, says Viktor Shvets of Macquarie.
24 Jun 2016, 1.21 pm | Source: CNBC-TV18
The political risks emerging from the EU will spill over to parts of developed markets, says Arvind Sanger founded Geosphere Capital Management.
24 Jun 2016, 8.43 am | Source: CNBC-TV18
Discussing commodities, David Lennox of Fat Prophets says that if the UK decides to leave, US dollar will rally, which in turn, will not be good for the commodities.
24 Jun 2016, 8.14 am | Source: CNBC-TV18
Talking about the impact of Brexit on emerging markets Seth Freeman, CEO and Chief Investment Officer at EM Capital Management, LLC, says the reaction would be to take profits off the table and hold on till the event outcome.
24 Jun 2016, 6.57 am | Source: CNBC-TV18
Giving his outlook on the Indian rupee Eddie Cheung told CNBC-TV18 that the currency can potentially underperform slightly but mostly it should be range bound.
23 Jun 2016, 5.16 pm | Source: CNBC-TV18
Laurence Balanco of CLSA in his note ahead of the Brexit outcome says that from India point of view, any pullback for whatever reason it happens, if Nifty slips below 7,800, it is a big buying opportunity.
23 Jun 2016, 4.50 pm | Source: CNBC-TV18
Michael Every, Head of Markets Research-Asia Pacific, Rabobank believes the markets globally will not move much till the Brexit vote is out.
23 Jun 2016, 12.35 pm | Source: CNBC-TV18
In an event of Brexit, gold will hold key and may cross USD 1300 an ounce, said Jamal Mecklai, CEO, Mecklai Financial Services. Even if it is a remain vote, the Rajan effect will still post a downward pressure, he said.
23 Jun 2016, 11.08 am | Source: CNBC-TV18
If UK stays, it will be a certain positive for risk assets. Global market has already priced in the ‘remain’ outcome and hence, sell-off in the US dollar will be limited while the rally in sterling will not be that significant...
23 Jun 2016, 9.29 am | Source: CNBC-TV18
The biggest casualty of a ‘leave’ vote would be the pound and the UK stock market which could fall as much as 5-10 percent feels Chowdhry
23 Jun 2016, 9.19 am | Source: CNBC-TV18
The US Federal Reserve will hike rate only after considering jobs data in December, says Geoff Lewis, Global Strategist, Capital Markets Group of Manulife Asset Management.
22 Jun 2016, 1.19 pm | Source: CNBC-TV18