In an interview to CNBC-TV18, Robert F Baur, Executive Director & Chief Global Economist of Principal Global Investors spoke at length about the markets globally.
Prime Minister Modi has done some tough things and one will see a different India after a decade, said Jamie Dimon, Chairman & CEO, JPMorgan Chase.
One day of movement in yields would impact the overall profitability of NBFCs and their view on them, said Seshadri Sen of JPMorgan
In an interview to CNBC-TV18, Luis Oganes, Global Head of Emerging Markets Research at JPMorgan shared his readings and outlook on emerging market (EM) space from the side-lines of JPMorgan India Investor Summit 2017.
In an interview to CNBC-TV18, Brijen Puri, Markets Head-India at JPMorgan shared his readings and outlook on rupee and dollar.
In an interview to CNBC-TV18, Scott Darling of JPMorgan shared his views on oil and gas sector.
In an interview to CNBC-TV18, Viju George, Research Analyst-Telecom & Technology at JPMorgan shared his views and readings on the sectors he masters in.
JPMorgan India Investor Summit 2017 kicks off in New Delhi today. In an interview to CNBC-TV18, Jahangir Aziz, Head of EM Asia Economic Research at JPMorgan decodes market metrics from the sidelines of their conference.
JPMorgan India Investor Summit 2017 kicks off in New Delhi today. In an interview to CNBC-TV18, from the sidelines of the summit, Sunil Garg, Head of International Equity Research at JPMorgan spoke about the summit and shared his views and readings on the market.
The US Federal Reserve announced it will begin rolling off its USD 4.5 trillion balance sheet in October. The Fed did not raise its benchmark interest rate, as expected. But policymakers indicated another hike is likely this year, while maintaining its view for three rate hikes in 2018. In an interview to CNBC-TV18, Geoff Lewis of Manulife Asset Management spoke on what he makes of Janet Yellen's statement.
In this market, Holland’s strategy is to continue with FMCG stocks and selectively buying auto stocks, along with a few PSU banks
Nandurkar said the research house remained optimistic that housing-led capex recovery is around the corner.
'Capital is set to return to the market,' that is the word coming in from Bill McGlashan, Founder of TPG Growth who spoke to CNBC-TV18's Kritika Saxena.
The brokerage house moved from an overweight stance on IT from underweight earlier, with HCL Tech as a top pick.
JPMorgan will host their India Investor Summit 2017 in New Delhi this week and like every year this year too promises to be star-studded and action packed.
A sense of nervousness is existing in the Asian markets early this morning after North Korea fired yet another missile over Japan. In an interview to CNBC-TV18, Seth Freeman of EM Capital Management and Ken Peng, Asia Pacific Investment Strategist at Citi Private Bank shared their reading and outlook on the geopolitical crisis.
Why will the money move from Indian markets to China? “Sentiments around China were very negative in the past six months to a year but that is now turning positive,” added Faber.
Investment Guru Marc Faber and the author of The Gloom, Boom and Doom Report is optimistic on the market. He remains positive on the emerging markets and continues to be bullish on gold.
We don't think the market is pricing in a multi-year growth cycle, implying meaningful upside potential to stocks over the next 3-5 years, says Ridham Desai of Morgan Stanley.
In an interview to CNBC-TV18, Arvind Sanger, Managing Partner, Geosphere Capital Management spoke about his reading of the market and his outlook.
In an interview to CNBC-TV18, Geoffrey Dennis, Head of Global Emerging Market Strategy at UBS & Richard Harris, Chief Executive at Port Shelter Investment Management shared their views and outlook on global markets and geopolitical tensions.
Markets have become immune to North Korea issue, although it is not going away, Mark Matthews of Bank Julius Baer and Co told CNBC-TV18.
Sakthi Siva of Credit Suisse said the four most overvalued markets on price-to-book value versus return on equity valuation model are India, Indonesia, Philippines and Malaysia.
Holland, however, does not see this as a catalyst for a big correction in the current scenario.
The market is still at elevated valuations but fundamentals are not deteriorating. India is in a solid space backed by strong political stability.