FII View

Global ETFs see record flows, US biggest gainer: ETFGI   

19 Jun 2013, 1.33 pm  |  Source: CNBC-TV18

US markets took 62 eprcent of ETF inflows whereas, Indian ETFs saw only a miniscule proportion of global ETFs. Basically, hard landing in China has be...

US, Japan to outperform emerging mkt: JP Morgan   

19 Jun 2013, 9.53 am  |  Source: CNBC-TV18

Indian equities are performing well now, but the weakness seen in the Indian currency remains a concern....

Fed verdict will be data dependent: StanChart Sec   

18 Jun 2013, 5.08 pm  |  Source: CNBC-TV18

Steve Brice of Standard Chartered Bank does not expect Ben Bernanke to say too much at this juncture because from a economic perspective the need for ...

Mkts to rally utmost 10% if Fed cooperates: Jeff Chowdhry   

18 Jun 2013, 2.36 pm  |  Source: CNBC-TV18

Global markets could rally utmost 10 percent if Fed Chairman Ben Bernanke indicates of a continued stimulus, says Jeff Chowdhry, Head of Emerging Mark...

Yields may come down post 2nd half of July: BofA   

18 Jun 2013, 2.25 pm  |  Source: CNBC-TV18

BofA's Jayesh Mehta believes that Federal Reserve's statments in its meeting starting tonight, will play a huge role on whether RBI will cut rates in ...

Underweight on India; neutral on Infosys: HSBC India   

18 Jun 2013, 11.08 am  |  Source: CNBC-TV18

Our market is sure to focus on the outlook painted by Federal Reserve after today's meeting, on when the process of tapering will start and that we ar...

See 8% earnings growth for FY14, rupee a worry: BoAML    

18 Jun 2013, 10.04 am  |  Source: CNBC-TV18

The market will remain in a trading range and an uptrend will depend on real improvement in economy and earnings growth, says Jyotivardhan Jaipuria of...

Valuations of EMs attractive; underweight on India: Citi   

18 Jun 2013, 10.02 am  |  Source: CNBC-TV18

Citi's Markus Rosgen finds valuations of emerging market equities quite attractive now, despite remaining underweight on India....

Bullish on India, will buy if market falls: Morgan Stanley  

18 Jun 2013, 9.41 am  |  Source: Moneycontrol.com

In the pecking order of risk from a halt in Quantitative Easing (QE), India features as a country with moderate risk, compared to other emerging econo...

WPI immaterial for RBI; fear further FII outflow: Dalton   

17 Jun 2013, 10.58 am  |  Source: CNBC-TV18

UR Bhat believes that although wholesale price index inflation is coming down but the consumer price inflation continues to remain high and that may p...

Rupee's ill-health won't allow a rate cut today: CLSA   

17 Jun 2013, 10.13 am  |  Source: CNBC-TV18

Rajeev Malik of CLSA says the RBI policy schedule later in the day is likely to maintain a status quo today and the apex bank won't go for any rate cu...

See FY14 growth at 6.5%, CPI key to rate cuts   

17 Jun 2013, 9.36 am  |  Source: CNBC-TV18

Despite the wholesale price index (WPI) of May came lower than expected at 4.7 percent, Robert Prior-Wandesforde, director, Asian Economics Research, ...

Remain cautious on growth in India: Credit Suisse  

17 Jun 2013, 9.24 am  |  Source: CNBC-TV18

Neelkanth Mishra of Credit Suisse said he remained cautious on growth in India, but wouldn’t be surprised if the market rebounds....

Sell Nifty on rally; CY13 rupee target at 60/$: Barclays    

14 Jun 2013, 1.42 pm  |  Source: CNBC-TV18

Dhiren Sarin, technical analyst, Barclays believes there is more downside in the market and 5550-5500 is a key level to watch out for. ...

Fears of FII selling in G-Secs exaggerated: Credit Suisse  

14 Jun 2013, 10.32 am  |  Source: Moneycontrol.com

Given India’s (relatively) closed debt markets and caps on FII limits (USD 30 billion for government and USD 51 billion for corporate bonds), less t...

India story intact; ordinance on Food Bill dampener: UBS   

13 Jun 2013, 4.56 pm  |  Source: CNBC-TV18

the fact that Finance Minister on Thursday reiterated that the reform process is not completely over because of pre-election environment is a key for ...

CLSA sees Nifty at 5000, if 5500 slips; rupee at 62-63/$   

13 Jun 2013, 9.34 am  |  Source: CNBC-TV18

More worryingly, Laurence Balanco sees the bealguared rupee sliding to 62-63 against the dollar. ...

Which strategy to adopt for bonds? StanChart advises   

12 Jun 2013, 12.15 pm  |  Source: CNBC-TV18

Nagaraj Kulkarni, senior rates strategist- South Asia, Standard Chartered Bank in an interview to CNBC-TV18, says FIIs are likely to pull out more mon...

Citigroup underweight on China, India  

12 Jun 2013, 9.46 am  |  Source: CNBC-TV18

Markus Rosgen of Citigroup is underweight on China & India and views ASEAN as expensive and lacking cyclical growth drivers....

Fund managers turn selective on emerging markets  

12 Jun 2013, 8.04 am  |  Source: Reuters

Fund managers who viewed emerging markets as a single investment category now need to go through extreme due diligence to select each asset, sector or...

Fed QE tapering may start next year onwards: ETX Capital   

11 Jun 2013, 5.38 pm  |  Source: CNBC-TV18

Commenting on the ongoing debate of Fed looking at tapering liquidity, Priest says, the tapering will probably start sometime next year because the US...

High deficits, weak rupee causing FII pullout: Deutsche Bk   

11 Jun 2013, 2.16 pm  |  Source: CNBC-TV18

Sameer Goel of Deutsche Bank told CNBC-TV18 that the pullout of FIIs from emerging markets was a pan-Asian phenomenon due to volatility in these marke...

Don't see rupee at 60/$; no rate cut in June: Dron Cap   

11 Jun 2013, 12.08 pm  |  Source: CNBC-TV18

Gandotra does not expect Fed to start tapering soon because it would damage their bond yields and economic recovery. Therefore, the emerging market cu...

Fed, inflation concerns leading to bond redemptions: RBS   

11 Jun 2013, 11.30 am  |  Source: CNBC-TV18

Credit spreads tightened significantly and that meant that investors preferred investing in EM local currency bonds this year as they seemed more attr...

India attractive, will buy aggressively: Adrian Mowat   

10 Jun 2013, 2.30 pm  |  Source: CNBC-TV18

Year-to-date the Indian equity market has outperformed EMs by 2 percent in dollar terms and by 6 percent in local currency terms. ...

Policy, monsoon key triggers; bullish on banks, IT: UBS   

10 Jun 2013, 10.22 am  |  Source: CNBC-TV18

Chhaochharia expects the RBI to cut repo rate by 25 basis points in its monetary policy review this month, but he is not too sure of further interest...

Worst behind us; not worried about rupee: Samir Arora   

10 Jun 2013, 10.21 am  |  Source: Moneycontrol.com

The problem has been the general emerging market environment, which continues to be that of underperformance. However, Arora says things have not fall...

Dollar strength overdone, rupee has failed to keep up: Citi   

08 Jun 2013, 3.49 pm  |  Source: CNBC-TV18

Pankaj Vaish of Citi said he is most concerned about rupee. The argument about the dollar strength also seems overdone because the dollar hasn't reall...

Mkts' hope for recovery, more QE schizophrenic: Geoff Lewis   

07 Jun 2013, 6.02 pm  |  Source: CNBC-TV18

Geoff Lewis of JPMorgan AMC says in an interview to CNBC-TV18, that the markets hope for economic recovery amidst continued QE is schizophrenic...

Rupee to be around 54 by CY13; growth to remain flat: HSBC   

07 Jun 2013, 1.32 pm  |  Source: CNBC-TV18

Leif Eskesen of HSBC believes the movement of rupee will be affected by early tapering off of QE by the US Federal Reserve. However, if this condition...