If the standard rate is 17-18 percent, the market will stay excited about GST, says Mahesh Nandurkar, India Strategist, CLSA. But if the standard rate is 20 percent or higher, the enthusiasm over GST will die down, he says.
29 Jul 2016, 12.04 pm | Source: CNBC-TV18
Sanjay Mookim of Bank of America Merrill Lynch recommends investors to stick with in liquid large cap names, particularly those companies where risks of operational surprises are lower
29 Jul 2016, 10.58 am | Source: CNBC-TV18
Though liquidity can take markets to new highs, it is better to stay away from Indian market due to lack of fundamental support from valuations point of view and risks to the downside still remain, says Pramod Gubbi of Ambit Singa...
28 Jul 2016, 10.35 am | Source: CNBC-TV18
Jonathan Garner of Morgan Stanley sees India as a fast growing market and expects the growth to accelerate further in the coming days. He says it is among the bright spots in the post-Brexit world. He is bullish on consumption, in...
28 Jul 2016, 10.30 am | Source: CNBC-TV18
India has historically done well when the Fed stays on hold, says Geoffrey Dennis of UBS.
28 Jul 2016, 9.01 am | Source: CNBC-TV18
Answer: Till as long as the liquidity taps are open.
28 Jul 2016, 8.56 am | Source: CNBC-TV18
Jonathan Schiessl of Ashburton in an interview to CNBC-TV18 shares his views on earnings so far.
27 Jul 2016, 4.48 pm | Source: CNBC-TV18
The new regulatory measures may limit the flow in equities as regulators want to strengthen market monitoring.
27 Jul 2016, 2.27 pm | Source: CNBC-TV18
CLSA India Strategist Mahesh Nandurkar says that given the easy liquidity situation, the market screen is likely to stay green.
27 Jul 2016, 10.00 am | Source: CNBC-TV18
In an interview with CNBC-TV18, Ian Hui of JP Morgan Asset Management said that with this fiscal package there won't be any immediate effect on the Japanesee economy and the GDP growth.
27 Jul 2016, 9.40 am | Source: CNBC-TV18
According to him, in the first couple of years of GST implementation, it may be quite disruptive and impact uncertain. The wide range of revenue-neutral-rate by various expert committees/institutions indicates the complexity and u...
27 Jul 2016, 7.39 am | Source: CNBC-TV18
According to Mahesh Nandurkar of CLSA, the new RBI governor is expected to be dovish and the Government is also expected to pursue an easier fiscal policy.
26 Jul 2016, 8.51 am | Source: CNBC-TV18
The first quarter earnings season has not been somewhat weak compared to expectations but the market had run ahead pricing in an immediate recovery, says Nitin Jain of Kotak UK.
22 Jul 2016, 12.05 pm | Source: CNBC-TV18
Billionaire investor Warren Buffett told CNBC on Thursday that companies should stop issuing earnings guidance because it can lead to "a lot of malpractice" and "bad results."
21 Jul 2016, 7.48 pm | Source: CNBC
Emerging markets, including India, have performed better than developed markets recently, and the rally may have more legs to go, says Ian Hui of JP Morgan Asset Management.
21 Jul 2016, 8.38 am | Source: CNBC-TV18
Desai likes discretionary consumption, retail banks and select industrials. He is underweight on telecom, materials, consumer staples and healthcare.
20 Jul 2016, 7.39 am | Source: CNBC-TV18
Darby remains overweight EMs and are mildly bullish on India.
19 Jul 2016, 7.44 am | Source: CNBC-TV18
Outgoing Reserve Bank of India Governor Raghuram Rajan attacked critics of his monetary policy stance, saying the interest rates the central bank had set during his tenure were not too high.
18 Jul 2016, 9.59 am | Source: CNBC-TV18
A Fed rate hike in September may upset markets ahead of the crucial US Presidential elections in November, says Geoff Lewis of Manulife Asset Management.
18 Jul 2016, 8.27 am | Source: CNBC-TV18
Kulkarni expects large-cap stocks to perform better than mid-cap growth stocks. "We value the Nifty at 18x FY18 earnings per share at 9,900, implying an upside of 16 percent from current levels," he says.
18 Jul 2016, 7.33 am | Source: CNBC-TV18
JP Morgan has an overweight stance on India with expectations of double digit returns as the index moves towards 9,000 level. Strong earnings are expected in 2017, Adrian Mowat of JP Morgan says.
15 Jul 2016, 8.31 am | Source: CNBC-TV18
Christopher Wood of CLSA says investments in Indiabulls Housing Finance and DLF will be introduced with 3 percent each, while the existing investment in Prestige Estates will be increased by 1 percent.
15 Jul 2016, 7.51 am | Source: CNBC-TV18
While Brexit is no more a front -page news anymore, it still has consequences, which may be felt 7-8 months down the line as downside risks persists, says Hans Goetti of Banque Internationale.
14 Jul 2016, 1.09 pm | Source: CNBC-TV18
People are hoping for growth recovery on back of strong monsoon and 7th pay commission, but Andrew Holland of Ambit Investment Advisors believes that earnings recovery will be patchy.
14 Jul 2016, 11.00 am | Source: CNBC-TV18
While earnings growth, on back of buybacks, is limited in the US, policy stimulus in EMs is expected to boost growth, says James Sullivan of JPMorgan.
13 Jul 2016, 11.25 am | Source: CNBC-TV18
Inflation should continue to be the main focus of RBI going forward. It is unlikely that inflation target is changes as the current target has blessing of the government, Jahangir Aziz of JPMorgan says.
13 Jul 2016, 10.23 am | Source: CNBC-TV18
There is an element of mistaken euphoria in many global assets classes, says Willem H Buiter, Global Chief Economist at Citi, adding, current equity valuations worldwide are not justified based on earnings growth seen ahead.
13 Jul 2016, 8.41 am | Source: CNBC-TV18
As long as there is no radical change in India’s monetary policy with exit of Rajan, the country will continue to attract funds that have gone out in last 18 months, says Geoffrey Dennis of UBS.
12 Jul 2016, 8.34 am | Source: CNBC-TV18
The huge gains in equity markets seen worldwide because of the nonfarm payroll data, which was announced in the US a few days ago, won't necessarily last, said Geoff Lewis of Manulife Asset Management.
11 Jul 2016, 12.49 pm | Source: CNBC-TV18
US 10-year- yield has hit record lows of 1.36 percent. Actions of central banks are impacting bonds market, says James Glassman, Senior Economist at JP Morgan.
11 Jul 2016, 8.34 am | Source: CNBC-TV18