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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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