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FII View

  • Indian mkt to attract investors on good earnings: Benson Avenue

    Indian mkt to attract investors on good earnings: Benson Avenue   

    Fundamentals in the G7 markets are growing weaker and corporate earnings are likely to be down by 5-10 percent across these markets. This will improve the relative ranking of the Indian market, says Christopher Palmer, Founder and...

    26 May 2016, 6.00 pm  |  Source: CNBC-TV18

  • Modi govt may sweat to push GST law despite poll success: CLSA

    Modi govt may sweat to push GST law despite poll success: CLSA  

    In an interview to Mint newspaper, Jayant Sinha, Minister of State for Finance said the government was confident of getting GST passed in the first week of the monsoon session. But CLSA feels the government will not find it easy p...

    23 May 2016, 10.23 am  |  Source: Moneycontrol.com

  • Nifty could flirt with 8000 levels, but monsoon is key: Ambit

    Nifty could flirt with 8000 levels, but monsoon is key: Ambit   

    Earnings have started to bottom out only now, while banks are still reeling under NPA pressure, pushing away the multiplier effect for markets, says Andrew Holland, CEO, Ambit Investment Advisors.

    23 May 2016, 10.12 am  |  Source: CNBC-TV18

  • Rising oil prices to affect India`s current account: UBS

    Rising oil prices to affect India's current account: UBS   

    Hartmut Issel of UBS maintained his earlier stance on two Fed rate hikes. He expects the first one to come as early as June. The second hike will come in December, he added.

    20 May 2016, 12.05 pm  |  Source: CNBC-TV18

  • Foresee two Fed rate hikes by end of year, none in June: UBS

    Foresee two Fed rate hikes by end of year, none in June: UBS   

    Geoffrey Dennis of UBS believes the Fed is likely to hike only by September and then later on in December.

    20 May 2016, 8.34 am  |  Source: CNBC-TV18

  • Summer of shocks building up in global markets: BoAML

    Summer of shocks building up in global markets: BoAML   

    Investors globally are becoming more cautious and cash levels are rising, says Manish Kabra, Vice President - European Equity and Quant Strategy, Bank of America Merrill Lynch Global Research.

    19 May 2016, 3.26 pm  |  Source: CNBC-TV18

  • Nifty could trend lower to 7500 levels this year: UBS

    Nifty could trend lower to 7500 levels this year: UBS   

    The BJP-led government at the Centre will be able to pass the GST in the Upper House even without the support of the Congress and the Left parties, says Gautam Chhaochharia of UBS.

    19 May 2016, 8.55 am  |  Source: CNBC-TV18

  • Risk of more downgrades to earnings estimates remains high: CLSA

    Risk of more downgrades to earnings estimates remains high: CLSA  

    "Although a low base would help earnings growth reach double digits from September 2017, risk of further downgrades to consensus earnings estimates remains high, Mahesh Nandurkar of CLSA says.

    19 May 2016, 8.14 am  |  Source: CNBC-TV18

  • Everything has gone up in price; asset deflation likely: Faber

    Everything has gone up in price; asset deflation likely: Faber   

    Marc Faber, the investment guru based out of Thailand, is positive about the Indian stock market, which had peaked last year. There was a dip to 23000 in January and now the market has rebounded to over 25000.

    18 May 2016, 10.46 am  |  Source: CNBC-TV18

  • US market feels fairly heavy, needs to break down: James Dalton

    US market feels fairly heavy, needs to break down: James Dalton   

    For the past 18 months there has been no indication of a new longer term money either on the buy or sell side, said James Dalton in an interview to CNBC-TV18.

    18 May 2016, 9.24 am  |  Source: CNBC-TV18

  • See muted Nifty returns over 12 months; bullish on Arvind: CLSA

    See muted Nifty returns over 12 months; bullish on Arvind: CLSA  

    The Nifty has rallied around 1000 points from the lows seen in early March, but has been struggling to top 8000 in the absence of follow up buying. CLSA sees further downside to estimates to consensus in corporate banks, autos, FM...

    17 May 2016, 10.11 am  |  Source: Moneycontrol.com

  • Good monsoon forecast, pay hikes to drive India upgrade: HSBC

    Good monsoon forecast, pay hikes to drive India upgrade: HSBC   

    HSBC has changed its rating on India from underweight to neutral owing to high public salary and expectation of good monsoon, says Devendra Joshi of HSBC.

    17 May 2016, 9.47 am  |  Source: CNBC-TV18

  • Whatever poll results, BJP to need consensus for reforms: Nomura

    Whatever poll results, BJP to need consensus for reforms: Nomura  

    Overall, if the exit polls are accurate, then the state election results could marginally improve the BJP’s seat tally in the Upper House, but the government will need to continue to build a consensus to push through legislative...

    17 May 2016, 9.05 am  |  Source: Moneycontrol.com

  • HSBC upgrades India rating as hype gone; lists 8 stocks it likes

    HSBC upgrades India rating as hype gone; lists 8 stocks it likes  

    In sectoral ratings, HSBC has upgraded IT to overweight citing realistic earnings expectations and reasonable valuations and upgraded industrials (capital goods, engineering) to neutral, citing signs of recovery

    16 May 2016, 10.07 am  |  Source: Moneycontrol.com

  • PSU banks will continue to need capital from govt: Credit Suisse

    PSU banks will continue to need capital from govt: Credit Suisse  

    With core profitability weak, state-owned banks have been unable to absorb credit costs and losses in the past 2 quarters have accounted for 12 percent of networth, says Credit Suisse

    16 May 2016, 9.51 am  |  Source: Moneycontrol.com

  • Break below 7700 on Nifty may open door for more weakness: CLSA

    Break below 7700 on Nifty may open door for more weakness: CLSA  

    Key short-term support is seen at 7,661-7,700 provided by the 50- day moving average, writes CLSA technical analyst Laurence Balanco

    16 May 2016, 9.24 am  |  Source: Moneycontrol.com

  • Structurally positive on emerging markets: BofA ML

    Structurally positive on emerging markets: BofA ML  

    We like Bharti Infratel for expected mobile data usage growth. Two large cap underperform names with high daily liquidity are BHEL and GAIL, says Sanjay Mookim of BofA ML.

    13 May 2016, 8.19 am  |  Source: CNBC-TV18

  • Govt must push GAAR by 2 yrs; most FIIs may fail test: Enam

    Govt must push GAAR by 2 yrs; most FIIs may fail test: Enam   

    Experts feel instruments such as participatory notes, which allow foreign investors to skip registration with Sebi to invest in India, may take a hit and that the regular route of investments was too cumbersome for FIIs

    12 May 2016, 12.42 pm  |  Source: CNBC-TV18

  • Abatement of $ strength, oil to power EM rally: JPM AMC

    Abatement of $ strength, oil to power EM rally: JPM AMC   

    The ongoing oil rally and an abatement in US dollar strength have bode well for emerging market flows and the rally is unlikely to continue, says Ben Luk of JP Morgan AMC.

    12 May 2016, 12.14 pm  |  Source: CNBC-TV18

  • Macros still not uniformly recovered; be bottom-up: Ambit

    Macros still not uniformly recovered; be bottom-up: Ambit   

    Even as some green shoots may have cropped up, a broad-based economic recovery is yet to set in in the Indian economy, says Pramod Gubbi, Director - Institutional Sales, Ambit Singapore.

    12 May 2016, 10.46 am  |  Source: CNBC-TV18

  • FY16 may be last year of capex declines for India: Nomura

    FY16 may be last year of capex declines for India: Nomura  

    Our India strategists believe that FY16 may have been the last year of capex declines. Potentially favourable monsoons this year and additional spend in the economy by way of pay commission awards may add to the recovery later thi...

    12 May 2016, 8.20 am  |  Source: CNBC-TV18

  • India`s tax laws an impediment to foreign inflows: Karma Capital

    India's tax laws an impediment to foreign inflows: Karma Capital   

    Claiming that "India had lost face" globally due its taxation policy, Nandita Parker, Managing Partner of Karma Capital, attacked the amendment of the Mauritius agreement, saying it was an impediment to foreign investment.

    11 May 2016, 12.43 pm  |  Source: CNBC-TV18

  • Tweaked tax structure not operationally feasible: Samir Arora

    Tweaked tax structure not operationally feasible: Samir Arora   

    The government's decision to amend the Mauritius tax treaty has come under fire from some foreign investors (FPIs) such as Singapore-based Samir Arora.

    11 May 2016, 11.28 am  |  Source: CNBC-TV18

  • Tax treaty does not pass `smell test`, may bog down mkt: Sanger

    Tax treaty does not pass 'smell test', may bog down mkt: Sanger   

    The amendment made the government to tweak its tax treaty with Mauritius may be well-intentioned but it could hamper foreign investors' access to the Indian markets, says Arvind Sanger of New York-based Geosphere Capital.

    11 May 2016, 8.45 am  |  Source: CNBC-TV18

  • Sell on rally, says Morgan Stanley

    Sell on rally, says Morgan Stanley  

    The revised target price is due to marginal positive impact on earnings in 2016 with less-aggressive USD strength in the near term compared to our previous forecasts, says Jonathan Garner of Morgan Stanley.

    10 May 2016, 9.15 am  |  Source: CNBC-TV18

  • Fed hike likely in September; India to outperform other EMs: UBS

    Fed hike likely in September; India to outperform other EMs: UBS   

    India will outperform other emerging markets purely on back of good pick up seen in earnings this quarter, said Hartmut Issel, Head Equity & Credit APAC, CIO WM, UBS.

    09 May 2016, 8.58 am  |  Source: CNBC-TV18

  • See tactical risk to emerging markets vs developed mkts: Goldman

    See tactical risk to emerging markets vs developed mkts: Goldman  

    We agree that the medium-to-longer term outlook is starting to favour emerging markets over next 1 year but see considerable tactical risk to the emerging markets versus developed markets trade, says Caesar Maasry of Goldman Sachs...

    09 May 2016, 8.49 am  |  Source: CNBC-TV18

  • Non-renewal of Rajan term big risk for bonds, rupee: GREED &fear

    Non-renewal of Rajan term big risk for bonds, rupee: GREED &fear  

    CLSA is less bullish on equities despite slowing pace of earnings downgrades, as it feels valuations are still expensive at 17 times expected earnings for FY17.

    06 May 2016, 9.28 am  |  Source: Moneycontrol.com

  • US Fed rate hike unlikely this year: Standard Chartered

    US Fed rate hike unlikely this year: Standard Chartered   

    Even as markets continue to grapple with the question when and whether a second US Federal Reserve rate hike is coming through, David Mann of Standard Chartered has taken a stand: no rate hike.

    06 May 2016, 8.58 am  |  Source: CNBC-TV18

  • India likely to underperform: CLSA

    India likely to underperform: CLSA  

    India in relative terms is likely to continue to underperform in an Asia and emerging market context if the weak dollar-long oil and related long commodity trade continues to play out as it has done since the February low, says Ch...

    06 May 2016, 8.26 am  |  Source: CNBC-TV18

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