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FII View

  • China needs more cuts; bearish on EMs, like DMs: Citi

    China needs more cuts; bearish on EMs, like DMs: Citi    

    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

  • MSCI EM oversold, provides buying opportunity: JPMorgan

    MSCI EM oversold, provides buying opportunity: JPMorgan  

    "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

  • Commodity prices, rate cuts to aid Indian market: Holland

    Commodity prices, rate cuts to aid Indian market: Holland   

    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

  • Like Chinese bonds, Indian stocks, says Ashmore`s Jan Dehn

    Like Chinese bonds, Indian stocks, says Ashmore's Jan Dehn   

    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

  • Indian economy quite sorted, FIIs overweight: Ridham Desai

    Indian economy quite sorted, FIIs overweight: Ridham Desai   

    "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

  • Overweight on DM stocks but also like India, China: JPM AMC

    Overweight on DM stocks but also like India, China: JPM AMC   

    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

  • China prices ridiculous; Fed Sep hike unlikely: Wilbur Ross

    China prices ridiculous; Fed Sep hike unlikely: Wilbur Ross   

    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

  • Sell on rallies, Nifty support seen around 7600: JPMorgan

    Sell on rallies, Nifty support seen around 7600: JPMorgan  

    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

  • Nifty support 7375; don`t bottomfish in relief rally: CLSA

    Nifty support 7375; don't bottomfish in relief rally: CLSA  

    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

  • No hard-land for Chinese eco despite sharp slowdown: SocGen

    No hard-land for Chinese eco despite sharp slowdown: SocGen   

    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

  • Can`t predict sharp recovery, situation is difficult: MS

    Can't predict sharp recovery, situation is difficult: MS   

    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

  • All eyes will be focused on China: George Hoguet

    All eyes will be focused on China: George Hoguet   

    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

  • Developed market bonds place to be in now: Rabobank

    Developed market bonds place to be in now: Rabobank    

    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

  • Credit Suisse says mkt can overshoot 2008-09 lows

    Credit Suisse says mkt can overshoot 2008-09 lows   

    Sakthi Siva of Credit Suisse expects the market to overshoot the 2008-09 low.

    24 Aug 2015, 4.25 pm  |  Source: CNBC-TV18

  • Fed rate hike could cap upside in gold: ANZ Research

    Fed rate hike could cap upside in gold: ANZ Research   

    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

  • Bearish emerging markets; India better off on macros: UBS

    Bearish emerging markets; India better off on macros: UBS   

    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

  • Deep correction unlikely in US; overweight on India: Nomura

    Deep correction unlikely in US; overweight on India: Nomura   

    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

  • Rajan was right on QE: `Currency crisis behind market woes`

    Rajan was right on QE: 'Currency crisis behind market woes'   

    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

  • Growth risks, reduced policy confidence drag mkt: Goldman

    Growth risks, reduced policy confidence drag mkt: Goldman  

    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

  • Expect to see volatile markets till Labor Day: Freeman

    Expect to see volatile markets till Labor Day: Freeman   

    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

  • Nifty may not see sustained rally anytime soon: Crossbridge

    Nifty may not see sustained rally anytime soon: Crossbridge   

    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

  • Rupee forecast by HSBC: 66/$ this year-end, 67/$ next year

    Rupee forecast by HSBC: 66/$ this year-end, 67/$ next year   

    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

  • Earnings likely to improve through FY16: Morgan Stanley

    Earnings likely to improve through FY16: Morgan Stanley  

    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

  • `Seeing real panic across mkts; but India may outperform`

    'Seeing real panic across mkts; but India may outperform'   

    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

  • Chances of Sept Fed rate hike below 50%: AMP Capital

    Chances of Sept Fed rate hike below 50%: AMP Capital   

    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

  • Nestle, Maruti, Godrej Consumer top picks: Deutsche Bank

    Nestle, Maruti, Godrej Consumer top picks: Deutsche Bank  

    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

  • See currency-driven upgrades in IT, pharma: Credit Suisse

    See currency-driven upgrades in IT, pharma: Credit Suisse  

    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

  • China equity slide beginning of global turbulence: Rabobank

    China equity slide beginning of global turbulence: Rabobank   

    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

  • Interest rates to be benign, see 0.75% cut by Mar 2016: UBS

    Interest rates to be benign, see 0.75% cut by Mar 2016: UBS   

    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

  • Expect further earnings downgrades to FY16 consensus: Pros

    Expect further earnings downgrades to FY16 consensus: Pros  

    "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

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