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  • See earnings upgrade in consumer space on Kharif output:Deutsche

    See earnings upgrade in consumer space on Kharif output:Deutsche  

    Abhay Laijawala of Deutsche Bank says with record Kharif output likely to give significant boost to rural consumption sentiment and other factors such as 7th Central Pay Commission also supporting aggregate demand in the economy, ...

    26 Sep 2016, 10.33 am  |  Source: CNBC-TV18

  • Bullish on autos, NBFCs; see no recovery in private capex: Gubbi

    Bullish on autos, NBFCs; see no recovery in private capex: Gubbi   

    Pramod Gubbi, Director Institutional Sales, Ambit Singapore is of the view that the long-only funds are still circumspect on India because of the liquidity driven rally.

    26 Sep 2016, 10.00 am  |  Source: CNBC-TV18

  • India among most overvalued Asian markets, says Credit Suisse

    India among most overvalued Asian markets, says Credit Suisse  

    Credit Suisse has compared price to book value with return on equities to arrive at the conclusion

    26 Sep 2016, 9.29 am  |  Source: Moneycontrol.com

  • India offers best risk-reward within emerging markets: Deutsche

    India offers best risk-reward within emerging markets: Deutsche  

    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

  • Chances of outcome slim at oil producers meet next week: Citi

    Chances of outcome slim at oil producers meet next week: Citi   

    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

  • Cautious on EMs after 20% rally, ups Sensex target to 30k: Citi

    Cautious on EMs after 20% rally, ups Sensex target to 30k: Citi  

    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

  • Reiterate underweight call on expensive 4 club: Sakthi Siva

    Reiterate underweight call on expensive 4 club: Sakthi Siva   

    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

  • Mkts may watch for central banks` comprehensive moves: StanC

    Mkts may watch for central banks' comprehensive moves: StanC   

    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

  • Overweight on emerging markets, oil may fall further: JP Morgan

    Overweight on emerging markets, oil may fall further: JP Morgan  

    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

  • Odds of Fed hike go up from low to 50-50 till Dec-end: Palmer

    Odds of Fed hike go up from low to 50-50 till Dec-end: Palmer   

    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

  • Fed, BoJ meetings eyed; bullish on emerging markets: Experts

    Fed, BoJ meetings eyed; bullish on emerging markets: Experts  

    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

  • Financials, consumer discretionary may drive mkt: James Sullivan

    Financials, consumer discretionary may drive mkt: James Sullivan   

    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

  • See room for policy easing; inflation may move down: JPMorgan

    See room for policy easing; inflation may move down: JPMorgan   

    "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 sees brighter prospects for investors in EMs

    Mark Mobius sees brighter prospects for investors in EMs  

    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

  • Prefer India over China on a long-term basis: Manulife AMC

    Prefer India over China on a long-term basis: Manulife AMC   

    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

  • Currency devaluation is a short-term fix: JPMorgan

    Currency devaluation is a short-term fix: JPMorgan   

    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

  • Don`t see any market meltdown coming: JP Morgan CEO Jamie Dimon

    Don't see any market meltdown coming: JP Morgan CEO Jamie Dimon  

    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

  • Overweight on India, see room for 50 bps rate cut by RBI: HSBC

    Overweight on India, see room for 50 bps rate cut by RBI: HSBC  

    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 strongest global chart; banks a trading bet: Daryl Guppy

    Nifty strongest global chart; banks a trading bet: Daryl Guppy   

    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

  • Fed won`t hike rates until Dec, more likely in CY17: Geoff Lewis

    Fed won't hike rates until Dec, more likely in CY17: Geoff Lewis   

    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

  • Global mkt correction shallow unless Fed hikes in Sep: Experts

    Global mkt correction shallow unless Fed hikes in Sep: Experts   

    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 mkt not yet at point of huge liquidation: Nick Parsons

    Indian mkt not yet at point of huge liquidation: Nick Parsons   

    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 growth story to be more choppy, less robust: Geosphere Cap

    IT growth story to be more choppy, less robust: Geosphere Cap   

    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

  • Liquidity to play key role in valuations, adds InterGlobe: CLSA

    Liquidity to play key role in valuations, adds InterGlobe: CLSA  

    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

  • Mkts addicted to liquidity; see downside risks ahead: Rabobank

    Mkts addicted to liquidity; see downside risks ahead: Rabobank   

    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

  • Indices set for highs, old ceiling may become floor: Asianomics

    Indices set for highs, old ceiling may become floor: Asianomics   

    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 upmove a key risk to EMs; weak China under lens: UBS

    Fed upmove a key risk to EMs; weak China under lens: UBS   

    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

  • Asia Pacific ex-Japan 2016 target 500, buy ICICI Bank: JP Morgan

    Asia Pacific ex-Japan 2016 target 500, buy ICICI Bank: JP Morgan  

    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 touch 9100; nothing scary in global mkts yet: Ambit

    Nifty could touch 9100; nothing scary in global mkts yet: Ambit   

    “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

  • Retain cautious stance, overweight on energy & pharma: Deutsche

    Retain cautious stance, overweight on energy & pharma: Deutsche  

    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

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