Binay Chandgothia, MD & Portfolio Managar, Principal Global Investors is bullish on private sector banks and feels state-owned banks will struggle because of asset quality concerns
22 Jan 2016, 1.38 pm | Source: CNBC-TV18
Richard Gibbs of Plantagenet Investments says stimulus expectations have been running very high since Mario Draghi's commentary.
22 Jan 2016, 11.23 am | Source: CNBC-TV18
Ian Hui, Global Market Strategist, JPMorgan Asset Management expects further downside in Indian market if earnings continue to disappoint.
22 Jan 2016, 10.48 am | Source: CNBC-TV18
India bank credit growth slowed to 8.8 percent Y-o-Y in October before accelerating to 11 percent Y-o-Y in December, while nominal GDP growth slowed from 13.4 percent Y-o-Y in Q2FY14 to 6 percent Y-o-Y in Q3FY15.
22 Jan 2016, 8.58 am | Source: CNBC-TV18
Shane Oliver, head of investment strategy at AMP Capital Investors says markets may have already seen near-term bottom.
22 Jan 2016, 8.29 am | Source: CNBC-TV18
In an interview with CNBC-TV18, Steve Pagliuca, MD, Bain Capital, said that the ongoing market downswing was more a correction rather than a systemic crash and said that he thinks the Chinese economy is vibrant enough to withstand...
21 Jan 2016, 11.32 pm | Source: CNBC-TV18
The market is "adjusting" to a series of headwinds that can be overcome, Citigroup CEO Michael Corbat said Thursday, a day after the S&P 500 fell to its lowest level in nearly two years.
21 Jan 2016, 7.08 pm | Source: CNBC
In a free-wheeling chat with moneycontrol.com, when he was recently in the city for the 6th CFA Investment Conference, Kay said a 2008 like situation seems unlikely in the near future.
21 Jan 2016, 4.19 pm | Source: Moneycontrol.com
Hans Goetti of Banque Internationale says as far as India is concerned, purely looking at technical indicators, there is a downside risk of 6850 level - that is the 200 DMA.
21 Jan 2016, 12.46 pm | Source: CNBC-TV18
Lutfey Siddiqi, Global Head, EM- FX, Rates and Credit at UBS says that structurally there is disruption and dislocation everywhere and the impact will be felt by economies with rigid labour markets.
21 Jan 2016, 12.45 pm | Source: CNBC-TV18
Geoffery Dennis of UBS believes that China is rebalancing its growth but the global economy is not in a decent shape.
21 Jan 2016, 9.27 am | Source: CNBC-TV18
A surge in oil prices will lead to new risks as OPEC is not controlling supply, he says, adding, if output from the US drops, it will drastically impact the world and India in particular, David Mann of Standard Chartered explains
21 Jan 2016, 9.07 am | Source: CNBC-TV18
Michael Every of Rabobank says the macro deflationary conditions are exactly the same as 2008.
21 Jan 2016, 8.30 am | Source: CNBC-TV18
According to Zhu Min, Deputy MD, IMF, China is the epicenter of the global rout. The country is experiencing a historical transformation from export driven to service driven economy.
20 Jan 2016, 10.27 pm | Source: CNBC-TV18
The recent equity sell-off could indicate a market-wide adjustment to new global conditions, JPMorgan Chase Chairman and CEO Jamie Dimon said Wednesday.
20 Jan 2016, 10.27 pm | Source: Moneycontrol.com
Speaking to CNBC-TV18, Fredrik Nerbrand of HSBC expressed his views on asset allocation in these troubled times and suggested to find value in debt markets instead of equity.
20 Jan 2016, 4.56 pm | Source: CNBC-TV18
According to Ridham Desai, depressed earnings—and not high share prices-- are making India’s valuations look rich
20 Jan 2016, 12.14 pm | Source: Moneycontrol.com
Michael Every of Rabobank says that more pain is expected in markets. Global uncertainty is making it difficult to predict the bottom for markets, he adds.
20 Jan 2016, 9.49 am | Source: CNBC-TV18
John Studzinski, Vice Chairman, Business Development, Blackstone Group who is a veteran of Indian markets says there's always an opportunity to make some money in India, provided one chooses the sector or the state judiciously.
19 Jan 2016, 9.16 pm | Source: CNBC-TV18
Ben Cavender, Principal, China Market Research Group (CMR) says the market is witnessing what was expected. But Ben Luk, Global Market Strategist at JP Morgan Asset Management, says the GDP data is worse than expected and the gove...
19 Jan 2016, 8.34 am | Source: CNBC-TV18
Going forward there are two-three triggers to look at from a global perspective. First is US manufacturing outlook, two Chinese PMI and third Fed outlook.
18 Jan 2016, 9.18 pm | Source: CNBC-TV18
Bruno Verstraete, partner at Lakefield Partners says US dollar is one of the important drivers for stabalisation, which is expected to have a negative turnaround going ahead.
18 Jan 2016, 6.28 pm | Source: CNBC-TV18
Jan Lambregts, Global Head of Financial Markets Research, Rabobank, says though China is in a heavy selling pressure, a manageable data may give markets an opportunity to calm even if the pressure continues in the Chinese equity m...
18 Jan 2016, 3.22 pm | Source: CNBC-TV18
David Mann, Head- Asia Economic Research at Standard Chartered, says there has been no serious stimulus by the policy makers in China and this is becoming difficult for the market to absorb the fact.
18 Jan 2016, 8.38 am | Source: CNBC-TV18
Hartmut Issel, Head - APAC Equity & Credit, UBS, terms the ongoing market correction as "not unusual" and reflects on where he thinks valuations are for markets.
15 Jan 2016, 11.39 am | Source: Moneycontrol.com
The slide in oil prices has been interpreted by the market as a negative leading indicator of global economic growth, says Xavier Denis, Global strategist, Societe Generale.
14 Jan 2016, 12.17 pm | Source: CNBC-TV18
Situation in China, Iran, Saudia Arabia make a perfect storm for headlines, but investors should not panic and could use the situation to up risk in the markets, says Geoff Lewis, Global Strategist, capital markets at Manulife Ass...
14 Jan 2016, 8.31 am | Source: CNBC-TV18
Aditya Narain, Citi believes the market needs earnings support and direction to gain some legs. According to him, earnings beats could well surprise more than earnings misses.
13 Jan 2016, 9.42 am | Source: CNBC-TV18
The one big event that could cause significant outperformance for India would be the RBI moving into a easing cycle but that is still a bit away, says Adrian Mowat of JP Morgan.
13 Jan 2016, 8.57 am | Source: CNBC-TV18
Speaking to CNBC-TV18, Bruno Verstraete, Partner, Lakefield Partners says some sense of calm will come in once oil touches USD 30 per barrel.
12 Jan 2016, 2.31 pm | Source: CNBC-TV18