Derek Higa of William O'Neil said the strongest in the region are India, South Korea and Hong Kong which he continued to advise being overweight on.
What the past three bull markets teach us is that valuations are still not at levels that signal an end to the bull market.
Goyal sees downside risks to aggregate bottom-up FY18 earnings estimates for coverage universe.
The house is also upbeat on pharma and healthcare sector, healthcare is linked to consumption and pharma is a long-term play, said Ravi Lambah, Joint Head-India, Temasek.
In an interview to CNBC-TV18, Bruno Verstraete, Partner at Lakefield Partners spoke about the global markets and specifically the US market.
Neelkanth Mishra of Credit Suisse says low inflation supports overweight call on beneficiaries of lower interest rates like mortgage providers and metals.
Mookim feels there is little room for further upside, while market is susceptible to reversal of the global tide.
Abhay Laijawala is positive on IT stocks with small overweight.
Donald Trump Jr shares Russian email chain, which has sent shock waves throughout Washington. In an interview to CNBC-TV18, Arvind Sanger, Managing Partner at Geosphere Capital Management discussed its impact on the US market as well as his views and outlook on the Indian market.
The valuation of the Indian market is at the top band as there is a lot of optimism which is priced in the Indian market.
According to the research house, Tata Steel, Dr Reddy's Labs and Tata Motors will likely see the fastest net profit growth, while Bharti Airtel, Sun Pharma and Lupin should be the laggards.
In an interview to CNBC-TV18, Chris Roberts of Asianomics Group shared his India strategy as well as the reason for being bullish on market. BSE 500 is one of the strongest indexes, he said.
The scars of the AFC and more recent GFC that swept developed markets in 2007-2009 still remain in the minds of many investors
In the next 6 months, higher interest rates will likely be much more negative for stocks & credit given new central bank policies, Michael Hartnett feels.
General government spending, yields and spreads could thus see some volatility, according to Mishra.
Currently, fundamentals are driving the markets and not so much the policy events, said Hartmut Issel of UBS.
Sanjay Mookim of BofAML said earnings could see pressure in the next two quarters on the back of GST rollout.
Adrian Mowat of JPMorgan feels capital is returning to emerging markets.
In an interview to CNBC-TV18, Geoff Lewis, Global Strategist-Capital Markets Group at Manulife Asset Management shared his readings and outlook on the global markets.
Andrew Holland believes its currently time to focus on GST & the disruptions It will cause. He does not think people will rush to buy in the first few weeks of GST.
In an interview to CNBC-TV18, James Glassman, Senior Economist at JPMorgan shared his readings on India and on global markets.
In an interview to CNBC-TV18's Shereen Bhan, Teresa Barger, CEO of Carticia Capital explained about what makes India their top bet.
Few stocks driven rally is not a particularly healthy sign from a technical point of view, and valuations are very high.
Primary sales in the B2C segments will be sluggish in the transition period, but Naveen Kulkarni of Phillip Capital expects a pick-up from the festival season in Q3.
In an interview to CNBC-TV18, Arvind Sanger, Managing Partner of Geosphere Capital Management spoke about the latest happenings in the market.