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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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