After meeting 30 investors across key financial centres in EU and UK last week, Abhay Laijawala of Deutsche Bank says investors appear to be unanimously positive on India and believe that India offers the best risk-reward within e...
22 Sep 2016, 9.42 am | Source: CNBC-TV18
Statements from key players like the Saudis, the Russians, the Iranians leaves you very sceptical if they can really come to any kind of meaningful agreement, says Citigroup's Seth Kleinman.
21 Sep 2016, 7.38 pm | Source: CNBC-TV18
After meeting investors in US over the past couple of weeks, Surendra Goyal of Citi says while most investors still like India in the emerging markets (EM) context, the mood on EMs overall is generally cautious post the rally of 2...
21 Sep 2016, 9.04 am | Source: CNBC-TV18
Sakthi Siva of Credit Suisse, in a note today, said that she maintains an underweight stance and has an underperform ranking on India, Indonesia, Malaysia and Philippines. All four seem to be expensive according to Siva.
20 Sep 2016, 4.55 pm | Source: CNBC-TV18
There is a huge uncertainty over what the Bank of Japan and the US Federal Reserve can do in upcoming policy meetings, says Manpreet Gill, Senior Investment Strategist at Standard Chartered.
20 Sep 2016, 9.01 am | Source: CNBC-TV18
According to James Sullivan of JP Morgan, oil could be lower than forecast on the back of resurgent Nigerian supply.
20 Sep 2016, 8.11 am | Source: CNBC-TV18
According to Christopher Palmer, Founder and Chief Investment Officer, Benson Avenue Capital the house have raised the odds of Fed raising rates from extremely low to 50-50 possibility between now till December-end.
19 Sep 2016, 9.12 pm | Source: CNBC-TV18
Mixo Das of Nomura says all eyes are on the September 21 Federal Reserve/Bank of Japan meetings.
19 Sep 2016, 8.24 am | Source: CNBC-TV18
Going forward, financials, consumer discretionary and cyclicals are likely to lead the market rally, aided by positive economic growth, said James Sullivan, Head of Equity Research Asia ex Japan, JPMorgan.
16 Sep 2016, 3.51 pm | Source: CNBC-TV18
"I will be surprised by two cuts till December, but one cut looks certain," says Sajjid Chinoy, Chief India Economist at JPMorgan.
16 Sep 2016, 1.41 pm | Source: CNBC-TV18
Mark Mobius of Franklin Templeton Investment says he sees brighter prospects for investors in emerging markets compared with last year, and the long-term performance of emerging-market equities compares favourably to that of devel...
16 Sep 2016, 9.05 am | Source: CNBC-TV18
According to Geoff Lewis of Manulife Asset Management, risk-reward ratio is in favour of emerging markets (EMs) against developed markets. Among the developing nations, he prefers manufacturing based markets over commodity produce...
16 Sep 2016, 8.35 am | Source: CNBC-TV18
Asserting that India’s demographics are superb Filippo Gori — Head of Sales and Marketing, Markets and Investors Services Asia-Pacific at JPMorgan — said that stable rupee has contributed to inflow of foreign investors into ...
15 Sep 2016, 3.04 pm | Source: CNBC-TV18
In the short-run there are always going to be things that concern you, but do not overdo them, says JP Morgan CEO Jamie Dimon in an interview to CNBC-TV18
15 Sep 2016, 12.20 pm | Source: CNBC-TV18
HSBC has maintained overweight rating on Indian equities and believes that the August CPI print of 5 percent marks the start of a prolonged period (approximately a year) in which CPI inflation is likely to trend at or below 5 perc...
15 Sep 2016, 11.46 am | Source: CNBC-TV18
Nifty is the strongest and the most stable of all global charts and is a good investment opportunity from the long-term perspective, said Daryl Guppy, CEO, guppytraders.com.
14 Sep 2016, 11.51 am | Source: CNBC-TV18
The Federal Reserve will not raise rates until December, though there is still a major chance of the US Fed hiking the rate hike in 2017, says Geoff Lewis of Manulife Asset Management.
14 Sep 2016, 9.31 am | Source: CNBC-TV18
Janet Yellen hasn’t yet come out and spoken about a possibility of September hike but in case Fed hikes in September then it will be taken as a big negative at least for few weeks, said Manish Kabra of BoA-ML Global Research.
12 Sep 2016, 9.49 pm | Source: CNBC-TV18
Indian market is not yet at the point where huge liquidation is being seen but it is slightly more defensive positioning, says Nick Parsons of National Australia Bank sharing his views to CNBC-TV18 on market weakness ahead US Fed ...
12 Sep 2016, 5.27 pm | Source: CNBC-TV18
IT sector will continue to face headwinds from the US Presidential candidates Donald Trump and Hillary Clinton. The sector is unlikely to throw up big surprises, said Arvind Sanger, Managing Partner, Geosphere Capital Management.
12 Sep 2016, 10.12 am | Source: CNBC-TV18
The brokerage house has added InterGlobe Aviation as a discretionary consumption play as its efficient, low cost and low capital intensity aviation model with return on equity of over 50 percent makes the stock attractive at a 20x...
09 Sep 2016, 11.06 am | Source: Moneycontrol.com
Speaking to CNBC-TV18, Michael Every of Rabobank believes that if the global markets keep going up, India too will continue to rise. However, this also means that if global markets fall, India will fall too.
09 Sep 2016, 8.39 am | Source: CNBC-TV18
BSE 500 was at an all-time high yesterday as the index jumped 1.5 percent to 12,036, and Chris Roberts of Asianomics expect to see an eventual doubling from the old ceiling which would see the index reach levels of 16,000-18,000.
07 Sep 2016, 11.28 am | Source: CNBC-TV18
Fed not raising rate, a soft dollar as well as recovery in commodities has benefitted the emerging markets (EMs). While Brazil has been the best performing market, UBS continues to be overweight on India.
07 Sep 2016, 8.47 am | Source: CNBC-TV18
In case of India, earnings per share revisions have turned from negative to flat, Mowat says, adding earnings surprises continue to be driven by margin dynamics.
07 Sep 2016, 8.33 am | Source: CNBC-TV18
“Nifty could try testing previous highs of 9,100 because the global environment is the backdrop there,” Andrew Holland, CEO of Ambit Investment told CNBC-TV18. Fundamentals in India are still looking good, which is not the cas...
06 Sep 2016, 10.29 am | Source: CNBC-TV18
In the near term, the commentary/actions of Federal Open Market Committee (FOMC) in the upcoming meeting on September 21 will likely set the tone for global capital flows, Abhay Laijawala of Deutsche Bank feels.
06 Sep 2016, 9.04 am | Source: CNBC-TV18
The market is still pricing in a 30 percent possibility of a hike in September. So, the house does not entirely rule out a September rate hike by Fed, said Ian Hui, JP Morgan AMC.
06 Sep 2016, 8.43 am | Source: CNBC-TV18
The trend in emerging markets in general and India in particular has been on the up and more long-term flows are expected to come in over the next few years, says Nandita Parker of Karma Capital.
02 Sep 2016, 11.04 am | Source: CNBC-TV18
The house estimates the non-farm payroll number to come in around 160,000, which would increase the possibility of a rate hike, said Chidu Narayanan, Economist-Asia, Standard Chartered.
02 Sep 2016, 9.08 am | Source: CNBC-TV18