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GeStepAhead GrowMyMoney IThe Winning Leap Tech Control

Budget 2017

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  • Valuations not compelling enough to jump into market: Holland

    Valuations not compelling enough to jump into market: Holland   

    Speaking to CNBC-TV18, Andrew Holland, CEO of Avendus Capital Alternate Strategies Pvt. Ltd feels India continues to shine in the long-term. The only negative in short-term is earnings, which are unlikely to grow much this quarter...

    17 Jan 2017, 9.56 am  |  Source: CNBC-TV18

  • Domestic inflows likely to keep market strong: Credit Suisse

    Domestic inflows likely to keep market strong: Credit Suisse  

    In the last 3 months purchases by domestic mutual funds have more than offset foreign institutional investor outflows. It is tempting to assume that persistent domestic inflows into the equity market are likely to keep the market ...

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

  • Like real estate space in India in long term: Blackstone

    Like real estate space in India in long term: Blackstone   

    Watch the interview of John Studzinski, VC & Senior MD Blackstone Group with Shereen Bhan at Davos 2017 Word Economic Forum on CNBC-TV18, in which he shared his reading and outlook on world economy and India in specific.

    16 Jan 2017, 10.47 pm  |  Source: CNBC-TV18

  • EMs to do well in second half of 2017: Goldman Sachs

    EMs to do well in second half of 2017: Goldman Sachs   

    Speaking to CNBC-TV18 Caesar Maasry, Head of emerging market equity strategy at Goldman Sachs said that the underperformance of emerging markets is closer to its end and expects them to do well in the second half of 2017.

    16 Jan 2017, 4.30 pm  |  Source: CNBC-TV18

  • See 10-12% FY18 earnings growth, FY17 may be hit: Credit Suisse

    See 10-12% FY18 earnings growth, FY17 may be hit: Credit Suisse   

    If corporate spending in the US increases on account of factors like taxes, Indian IT companies will benefit, said Neelkanth Mishra of Credit Suisse.

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

  • See mkt uncertainty on Budget, GST, state polls: Morgan Stanley

    See mkt uncertainty on Budget, GST, state polls: Morgan Stanley  

    Ridham Desai of Morgan Stanley says there is a high level of uncertainty caused by the currency exchange, the upcoming Union Budget, general anti-avoidance rule (GAAR) and GST implementation, impending state elections, and flux in...

    16 Jan 2017, 8.40 am  |  Source: CNBC-TV18

  • See 15.4% Sensex earnings growth in Q3FY17: Deutsche

    See 15.4% Sensex earnings growth in Q3FY17: Deutsche  

    Abhay Laijawala of Deutsche Bank says based on a bottom-up aggregate of estimates, the Sensex is likely to post earnings growth of 15.4 percent YoY in the December 2016 quarter.

    12 Jan 2017, 8.30 am  |  Source: CNBC-TV18

  • Cash ban clouded earnings view, `triple tax` a worry: Ashburton

    Cash ban clouded earnings view, 'triple tax' a worry: Ashburton   

    The uncertainty in Indian market is magnified due to worry over introduction of triple taxation on foreign funds with over 50 percent India exposure in the upcoming Budget, says Jonathan Schiessl of Ashburton in an interview to CN...

    11 Jan 2017, 3.20 pm  |  Source: CNBC-TV18

  • Demonetisation pain to last till Mar; underweight on cement: UBS

    Demonetisation pain to last till Mar; underweight on cement: UBS   

    Gautam Chhaochharia, Head of India Research at UBS Securities says the main impact would be felt in March as demand destruction continues. He feels the impact will last till the fourth quarter of FY17. The near-term worry due to d...

    11 Jan 2017, 10.57 am  |  Source: CNBC-TV18

  • Expect earnings downgrade, underweight on India: Experts

    Expect earnings downgrade, underweight on India: Experts  

    Ajay Kapur of Bank of America Merrill Lynch remains underweight on India, a view he has had since December 2015 although he acknowledges the recent drop in Risk-Love there.

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

  • Market likely to be rangebound, holds Sensex target of 30K: Citi

    Market likely to be rangebound, holds Sensex target of 30K: Citi  

    Surendra Goyal of Citi says the market is likely to be rangebound till some clarity emerges. He maintains September 2017 target of 30,000 on the Sensex.

    10 Jan 2017, 10.43 am  |  Source: CNBC-TV18

  • FY17 GDP growth could be sub 7.1%; 7.5% in FY18: Deutsche Bank

    FY17 GDP growth could be sub 7.1%; 7.5% in FY18: Deutsche Bank   

    Developed markets may no longer continue to outperform the emerging markets, says Chief Executive Officer of Deutsche Bank India, Ravneet Gill. The rupee too, continues to perform better than other emerging market currencies, he a...

    09 Jan 2017, 11.21 am  |  Source: CNBC-TV18

  • Capital gains tax change may impact sentiment for equities: CLSA

    Capital gains tax change may impact sentiment for equities: CLSA  

    Mahesh Nandurkar of CLSA says a change in the definition of 'long term' for capital gains tax could impact sentiment for equities.

    06 Jan 2017, 7.04 am  |  Source: CNBC-TV18

  • Strong US jobs, earnings data to strengthen dollar: Jane Foley

    Strong US jobs, earnings data to strengthen dollar: Jane Foley   

    Donald Trump's calling China a currency manipulator has pushed down the dollar, said Jane Foley of RaboBank International. The currency saw weakness after the Renminbi turned around overnight against the US dollar.

    05 Jan 2017, 10.18 pm  |  Source: CNBC-TV18

  • Overweight on Australia, India, Indonesia: Goldman Sachs

    Overweight on Australia, India, Indonesia: Goldman Sachs  

    We expect total 10 percent returns from MSCI Asia Pacific ex-Japan, driven primarily by recovering earnings, says Timothy Moe of Goldman Sachs.

    05 Jan 2017, 8.34 am  |  Source: CNBC-TV18

  • Expect slowdown in realty, stress in banking system: Neelkanth

    Expect slowdown in realty, stress in banking system: Neelkanth  

    Neelkanth Mishra of Credit Suisse expects a slowdown in real estate and continued stress in the banking system to hurt growth for longer than current market expectations.

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

  • Positive on India; trade war with China a bad idea for US: Faber

    Positive on India; trade war with China a bad idea for US: Faber   

    Swiss investor Marc Faber is positive on India in the long term and says the agriculture and food sectors look attractive.

    03 Jan 2017, 3.34 pm  |  Source: CNBC-TV18

  • Oil price, currency ban may weigh on earnings: Morgan Stanley

    Oil price, currency ban may weigh on earnings: Morgan Stanley  

    Improving external environment augers well for earnings, although headwinds from higher oil prices and some demand impact due to the recent currency ban could weigh on earnings in the near team, says Ridham Desai of Morgan Stanley...

    30 Dec 2016, 8.56 am  |  Source: CNBC-TV18

  • See populist Budget, rate cuts likely to be deferred: PhillipCap

    See populist Budget, rate cuts likely to be deferred: PhillipCap  

    Within exports theme, top picks are Infosys, Sun Pharma, and Aurobindo Pharma, says Naveen Kulkarni of PhillipCapital.

    29 Dec 2016, 8.44 am  |  Source: CNBC-TV18

  • Sensex December 2017 target at 29000: Sanjay Mookim

    Sensex December 2017 target at 29000: Sanjay Mookim  

    Within sectors, banks should dominate earnings growth, we stay with the well capitalised ones, says Sanjay Mookim of BofAML.

    28 Dec 2016, 8.34 am  |  Source: CNBC-TV18

  • India growth story intact; 3 Fed hikes unlikely: Citi

    India growth story intact; 3 Fed hikes unlikely: Citi   

    Willem H Buiter, Global Chief Economist, Citi is of the belief that the demonetisation process in India will only have a minor impact on growth and will not alter the underlying India growth story.

    23 Dec 2016, 8.45 am  |  Source: CNBC-TV18

  • India needs to match the corp tax rate with US: Ruchir Sharma

    India needs to match the corp tax rate with US: Ruchir Sharma   

    The momentum is with the developed markets and China still remains the biggest risk to the global economy, said Ruchir Sharma, Author & EM Investor.

    21 Dec 2016, 1.14 pm  |  Source: CNBC-TV18

  • Govt may raise income tax exemption limit in Budget: CLSA

    Govt may raise income tax exemption limit in Budget: CLSA   

    Brokerages and analysts are pinning their hopes on Union Budget to deliver income tax sops to help reduce pain induced by the government’s demonetisation drive.

    20 Dec 2016, 12.12 pm  |  Source: CNBC-TV18

  • Barclays sees pause in Fed rate hikes in first half of next year

    Barclays sees pause in Fed rate hikes in first half of next year   

    Speaking to CNBC-TV18 Mitul Kotecha, Head of Fx Strategy, Asia Pacific at Barclays said that risks are skewed towards a higher dollar.

    19 Dec 2016, 8.21 am  |  Source: CNBC-TV18

  • Cash ban success depends on growth in tax-to-GDP ratio: JPMorgan

    Cash ban success depends on growth in tax-to-GDP ratio: JPMorgan   

    In a panel discussion on CNBC-TV18, JP Morgan's top experts listed their views on topics ranging from the recent macroeconomic developments to what the equity market holds for the coming year.

    16 Dec 2016, 12.00 pm  |  Source: CNBC-TV18

  • Banks to deliver good growth in FY19; underweight on IT: BofAML

    Banks to deliver good growth in FY19; underweight on IT: BofAML   

    Speaking to CNBC-TV18, Sanjay Mookim, Director – India Equity Strategy at Bank of America Merrill Lynch said that FY19 will see banks delivering reasonable growth.

    16 Dec 2016, 10.01 am  |  Source: CNBC-TV18

  • See re weakening against $; secular upswing underway: Economist

    See re weakening against $; secular upswing underway: Economist   

    Speaking to CNBC-TV18 Taimur Baig, Chief Economist, Asia And Global Markets Research at Deutsche Bank AG said that there is a secular upswing in global activities which is supported by industrials, among others.

    16 Dec 2016, 9.02 am  |  Source: CNBC-TV18

  • Dollar index may rise 3% soon, impact EM currencies: Wells Fargo

    Dollar index may rise 3% soon, impact EM currencies: Wells Fargo   

    The strengthening dollar will affect the emerging market currencies, Brian Jacobsen of Wells Fargo Fund Management said. However, he also believes that India is better insulated as compared to other EMs.

    16 Dec 2016, 8.37 am  |  Source: CNBC-TV18

  • Analysts expect dollar strength to continue after Fed move

    Analysts expect dollar strength to continue after Fed move  

    Johanna Chua of Citi says investors are likely to persist with long US dollar strategies against emerging market currencies, reloading these trades in the instances where they prematurely took profits, and joining the consensus wh...

    15 Dec 2016, 8.43 am  |  Source: CNBC-TV18

  • FOMC meet may be a non-event; rate hike on the cards: Barclays

    FOMC meet may be a non-event; rate hike on the cards: Barclays   

    Markets are rallying on the hope of a rate hike by US Federal Reserve, however, today’s FOMC meet may be non-event, Rajadhyaksha told CNBC-TV18. US employment rate is full and rates are at near-crisis levels, thus a rate hike is...

    14 Dec 2016, 10.33 am  |  Source: CNBC-TV18

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