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  • Infosys strife a worry, will distract management: Aberdeen AMC

    Infosys strife a worry, will distract management: Aberdeen AMC   

    Speaking to CNBC-TV18, Hugh Young, Managing Director of Aberdeen Asset Management-Asia, said the glory days of healthy IT returns were over.

    17 Feb 2017, 10.20 am  |  Source: CNBC-TV18

  • Expect FY18 Nifty earnings growth at 17%, add HCL Tech: CLSA

    Expect FY18 Nifty earnings growth at 17%, add HCL Tech: CLSA  

    Mahesh Nandurkar of CLSA expects FY18 Nifty earnings growth of 17 percent with small downside risk due to margin concern.

    17 Feb 2017, 9.32 am  |  Source: CNBC-TV18

  • Trump-led US eco recovery not priced into IT stocks: Ashburton

    Trump-led US eco recovery not priced into IT stocks: Ashburton   

    While IT stocks have factored in the negative effects of US President Donald Trump's protectionist measures such as the H1B visa reform, a possible revival of the US economy under Trump administration has not been priced in, accor...

    16 Feb 2017, 4.56 pm  |  Source: CNBC-TV18

  • Modestly bearish on India since December 2016: Jefferies

    Modestly bearish on India since December 2016: Jefferies  

    Value and earnings revisions styles still seem appealing. Turned modestly bearish on India since December 2016, Darby says.

    16 Feb 2017, 7.36 am  |  Source: CNBC-TV18

  • Bullish on consumer discretionary, industrials: Ludovic Vauthier

    Bullish on consumer discretionary, industrials: Ludovic Vauthier   

    The house is upbeat on consumer discretionary on back of retail demand and industrials too, but are cautious on consumer staples because of expensive valuations, Ludovic Vauthier, Portfolio Manager, Edmond de Rothschild Asset Mana...

    09 Feb 2017, 4.30 pm  |  Source: CNBC-TV18

  • IT looks inexpensive; underweight on telecom: Morgan Stanley

    IT looks inexpensive; underweight on telecom: Morgan Stanley  

    Ridham Desai of Morgan Stanley is overweight on consumer discretionary, financials, and technology and underweight on consumer staples, energy, materials and telecom.

    09 Feb 2017, 9.49 am  |  Source: CNBC-TV18

  • Expect consolidation, hold year-end Nifty target: JPMorgan

    Expect consolidation, hold year-end Nifty target: JPMorgan  

    Iyer feels technical and momentum indicators also appear a tad stretched. Consequently, he expects a phase of consolidation in the equity markets near term.

    09 Feb 2017, 9.43 am  |  Source: CNBC-TV18

  • Indian market meets Macquarie`s 3-point EM investing checklist

    Indian market meets Macquarie's 3-point EM investing checklist   

    Speaking to CNBC-TV18, Viktor Shvets of Macquarie Securities said that Indian companies do not like a rising dollar index.

    08 Feb 2017, 8.54 am  |  Source: CNBC-TV18

  • Trump intends to do what he said he would: Julius Baer

    Trump intends to do what he said he would: Julius Baer   

    US President Donald Trump has a very unpredictable style but he does intend to do what he said he would, says Mark Matthews, Head Research, Bank Julius Baer.

    07 Feb 2017, 2.04 pm  |  Source: CNBC-TV18

  • EMs starting to move up; earning prospects brighter: Manulife

    EMs starting to move up; earning prospects brighter: Manulife   

    The emerging markets (EMs) have started to look better as worries over the new US President Donald Trump resides. Geoff Lewis of Manulife Asset Management is optimistic on EMs and said that there is a good long-term entry point fo...

    06 Feb 2017, 10.45 am  |  Source: CNBC-TV18

  • Market likely to touch 9000 over long term; like IT: Ashburton

    Market likely to touch 9000 over long term; like IT: Ashburton   

    The Union Budget 2017 looks positive for foreign investors, says Jonathan Schiessl of Ashburton, noting foreign flows into India have been disappointing in last 1-2 years.

    02 Feb 2017, 3.38 pm  |  Source: CNBC-TV18

  • Budget 2017: Achieving fiscal targets key for rating upgrade, says S&P Global

    Budget 2017: Achieving fiscal targets key for rating upgrade, says S&P Global   

    Budget 2017 illustrated government’s commitment towards improving fiscal performance. However, implementation is key and policy anchors are necessary for that, said Kyran Curry, Director, Sovereign Ratings, S&P Global Ratings.

    02 Feb 2017, 3.04 pm  |  Source: CNBC-TV18

  • Budget 2017: Indian mkt looks interesting; RBI rate cut likely, says UBS

    Budget 2017: Indian mkt looks interesting; RBI rate cut likely, says UBS   

    In an interview with CNBC-TV18, Geoffrey Dennis said that the Nifty was fairly valued at about 16.5 times next year earnings but added that if the demonetisation-induced slowdown eases and India goes back to 8 percent growth next ...

    02 Feb 2017, 8.29 am  |  Source: CNBC-TV18

  • Budget 2017: Cartica Cap hopes govt sticks to fiscal consolidation; likes EMs

    Budget 2017: Cartica Cap hopes govt sticks to fiscal consolidation; likes EMs   

    Talking about her expectations from the Union Budget 2017 in India, Katalin Gingold, Head of Equity Research, Cartica Capital hopes that the government would resist making it a populous Budget and continue it path of fiscal consol...

    31 Jan 2017, 9.01 am  |  Source: CNBC-TV18

  • Citi sees 12% Nifty earnings growth in FY17, Sensex target @ 30K

    Citi sees 12% Nifty earnings growth in FY17, Sensex target @ 30K  

    Surendra Goyal of Citi expects Sensex/Nifty earnings growth of 10/12 percent in FY17 and 15/18 percent in FY18, respectively. He remains constructive and maintains Sensex target of 30,000.

    31 Jan 2017, 8.35 am  |  Source: CNBC-TV18

  • Austerity over; India relatively attractive: HSBC Global AMC

    Austerity over; India relatively attractive: HSBC Global AMC   

    Speaking to CNBC-TV18, Bill Maldonado, Chief Investment Officer-Asia Pacific and Global CIO-Equities at HSBC Global Asset Management, said the Modi government has a fantastic track record on reforms.

    27 Jan 2017, 11.51 am  |  Source: CNBC-TV18

  • As Trump amps ups rhetoric, Jim O`Neill turns positive on EMs

    As Trump amps ups rhetoric, Jim O'Neill turns positive on EMs   

    Valuation-wise, Jim O'Neill believe the US market is no longer cheap. "Emerging markets look more interesting than developed markets."

    27 Jan 2017, 9.31 am  |  Source: CNBC-TV18

  • India likely to outperform emerging markets: Morgan Stanley

    India likely to outperform emerging markets: Morgan Stanley  

    Given the current mix of relative earnings growth, relative interest rates and valuations, we think India will likely outperform emerging markets, says Ridham Desai of Morgan Stanley.

    27 Jan 2017, 8.44 am  |  Source: CNBC-TV18

  • India performance to stabilise; prefer Asian EMs: Allianz Global

    India performance to stabilise; prefer Asian EMs: Allianz Global   

    With the sell-off and outflows in emerging markets following US elections and dollar strengthening, valuations have become interesting again, says Lucy MacDonald, Chief Investment Officer, Allianz Global Investors.

    25 Jan 2017, 11.36 am  |  Source: CNBC-TV18

  • Q3 show a positive surprise; like auto anc, pvt banks: Kotak UK

    Q3 show a positive surprise; like auto anc, pvt banks: Kotak UK   

    With Budget round the corner, market might take a breather now, says Nitin Jain, Principle Investment Manager at Kotak UK. He believes there will be continued support from domestic funds on dips.

    25 Jan 2017, 11.35 am  |  Source: CNBC-TV18

  • JPMorgan sees 7900-7950 as a strong support level for Nifty

    JPMorgan sees 7900-7950 as a strong support level for Nifty   

    Given that things are returning to normal nearly three months after demonetisation and that the impact of the currency overhaul exercise isn’t as bad as it was painted, 7900-7950 is a very strong support level for Nifty, said JP...

    25 Jan 2017, 11.05 am  |  Source: CNBC-TV18

  • Indian stocks to do well in 2017; no global trade war: AMP Cap

    Indian stocks to do well in 2017; no global trade war: AMP Cap   

    Indian stocks will do better this year after a year of underperformance. Narendra Modi's policies too are on the right path and demonetisation over the longer-term will yield positive results

    25 Jan 2017, 9.26 am  |  Source: CNBC-TV18

  • Vetoing TPP: Trump`s trade deal move can cause global recession, says analyst

    Vetoing TPP: Trump's trade deal move can cause global recession, says analyst   

    US President Donald Trump's decision to scrap the proposed multinational Trans-Pacific Partnership (TPP), billed as having potential to add hundreds of billions of dollars to world trade, could kickstart a trend that pummels the w...

    24 Jan 2017, 10.12 am  |  Source: CNBC-TV18

  • Beyond Budget, GST to remain key investor focus for 2017: Citi

    Beyond Budget, GST to remain key investor focus for 2017: Citi  

    Surendra Goyal of Citi says in the run-up to the Union Budget this year, MSCI India is up 3 percent in 2017 so far, with expectations of a tax-payer friendly Budget to boost consumer sentiment post demonetisation.

    24 Jan 2017, 9.45 am  |  Source: CNBC-TV18

  • Trump may weigh on stocks but earnings may surprise: Sanger

    Trump may weigh on stocks but earnings may surprise: Sanger   

    However, there are two reasons why Indian markets could do well: the economy could bounce back from demonetisation-induced slowdown and the Budget and GST rollout may be positive triggers, says Arvind Sanger, Managing Partner, Geo...

    23 Jan 2017, 9.46 am  |  Source: CNBC-TV18

  • BNP Paribas pegs FY18 EPS growth at 12-14%

    BNP Paribas pegs FY18 EPS growth at 12-14%   

    Consensus earnings estimates for FY17 and FY18 are way off charts, said Manishi Raychaudhuri, Asian Equity Strategist - Equity Cash Asia Pacific at BNP Paribas. He pegged earnings growth for FY17 in single-digits and for FY18 in l...

    20 Jan 2017, 10.19 am  |  Source: CNBC-TV18

  • Positive on TCS, Infy but unsure over Trump policies: Aberdeen

    Positive on TCS, Infy but unsure over Trump policies: Aberdeen   

    Sentiment is driven by global events and it is difficult to predict US President-elect Donald Trump's policy, said Adrian Lim of Aberdeen Asset Management.

    19 Jan 2017, 5.01 pm  |  Source: CNBC-TV18

  • Don`t see conditions for a big market rally in short term: Ambit

    Don't see conditions for a big market rally in short term: Ambit   

    Prevailing conditions aren’t conducive for a big rally in the markets in the short term, Saurabh Mukherjea told CNBC-TV18. The brokerage house had in November scrapped its FY17 Sensex target of 29,500 in view of the government...

    19 Jan 2017, 10.31 am  |  Source: CNBC-TV18

  • See dollar firming up, rupee may slip to 70/$-level: StanC

    See dollar firming up, rupee may slip to 70/$-level: StanC   

    On the US dollar, Ananth Narayan, Head- Financial Markets at Standard Chartered Bank says, some legs in the growth story still remains. It is likely that fundamentals prevail over President-elect Donald Trump’s statements of wea...

    19 Jan 2017, 9.42 am  |  Source: CNBC-TV18

  • Rationalising corporate tax structure key in Budget: Deutsche

    Rationalising corporate tax structure key in Budget: Deutsche  

    Announcements on roadmap for rationalising the corporate tax architecture by lowering the tax rate and phasing out exemptions are expected, Abhay Laijawala of Deutsche Bank says.

    19 Jan 2017, 9.15 am  |  Source: CNBC-TV18

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