Indian equities look strongly poised to outperform in the near term, analysts at Edelweiss Securities say, even as a global risk in the form of Chinese devaluation could spoil things.
01 Jul 2016, 8.49 pm | Source: CNBC-TV18
India's growth is largely being driven by global factors at the moment and some domestic factors are also pricing in, says Suhas Harinarayanan of JM Financial Institutional Securities.
01 Jul 2016, 1.16 pm | Source: CNBC-TV18
Speaking to CNBC-TV18, Samiran Chakraborty, Chief Economist at Citi says that the infrastructure space is slowing down. It is an aberration because of a slow base last year, he said. Regarding the Seventh Pay Commision, he said th...
01 Jul 2016, 12.12 pm | Source: CNBC-TV18
The new leadership of the Tata Group has taken a position. There is a focus on consolidation, creating an attractive bottom line, says Porinju Veliyath, MD & Portfolio Manager at Equity Intelligence India.
01 Jul 2016, 10.11 am | Source: CNBC-TV18
This market rally is largely driven by investors, mutual funds and high net-worth individuals (HNIs) and investors are seeking more opportunities in the market, says market expert Dipan Mehta.
30 Jun 2016, 4.48 pm | Source: CNBC-TV18
India is in a bull market despite some dips. Underlying factors, in medium-term, are positive with monsoon playing out well and government initiatives, says Nirmal Jain, Chairman of IIFL.
30 Jun 2016, 2.18 pm | Source: CNBC-TV18
Spread of credit is also expected to improve as more money will be in hands of people, says Kenneth Andrade, Founder & CIO of Old Bridge Capital Management.
30 Jun 2016, 11.47 am | Source: CNBC-TV18
India may soon get into the level of outperformance and the sectors that will lead the charts are consumer, FMCG and auto, says Atul Suri of Rare Enterprises, in an interview to CNBC-TV18.
30 Jun 2016, 10.07 am | Source: CNBC-TV18
Sell July 8500 Call at Rs 60 for a target of Rs 30, with a stoploss at Rs 80, said Manoj Murlidharan, Head- Derivatives, Religare Securities.
30 Jun 2016, 9.07 am | Source: CNBC-TV18
Calling markets to be lost in 'euphoria', Independent Analyst Anand Tondon said the Pay Commission implementation will act as key for the economic growth. However, he believes successor to Reserve Bank Governor Raghuram Rajan shou...
29 Jun 2016, 4.41 pm | Source: CNBC-TV18
Dipen Shah, a senior VP & head-PCG Research at Kotak Securities, is bullish on Allcargo Logistics due to its significant position in the multi-modal transport segment both in the domestic and international market by virtue of EQL ...
29 Jun 2016, 2.49 pm | Source: CNBC-TV18
The approval of 7th Pay Commission is a welcome step. Pay hike can have an incremental impact on demand to the tune of 5 percent, says Basant Maheshwari, founder of The Equity Desk said.
29 Jun 2016, 2.17 pm | Source: CNBC-TV18
Speaking to CNBC-TV18 Ramesh Damani, member of BSE, said that Brits seem to have scored a self-goal. "There are signs of remorse on the part of both the UK and the EU and it won't be a bitter divorce," he said.
29 Jun 2016, 11.31 am | Source: CNBC-TV18
Vibhav Kapoor of IL&FS said the Brexit was a vote against immigration. Next up, the US elections will be the key event to watch out for, he said.
29 Jun 2016, 10.00 am | Source: CNBC-TV18
All public sector undertaking (PSU) banks are looking to go higher and the current rally in PSB stocks has more 10-15 percent further to go up, says market expert Ashwani Gujral.
28 Jun 2016, 5.28 pm | Source: CNBC-TV18
Given the scenario, the biggest threat to Indian markets going ahead would be if Britain's 'separation contagion' spreads to other member countries of the EU going forward, says Manish Sonthalia, Senior Vice President at Motilal O...
28 Jun 2016, 3.23 pm | Source: CNBC-TV18
Unlike the Lehmann Crisis of 2008, Brexit is a political event which can translate in to systemic risks for global markets, said Abhay Laijawala, Head-India Research at Deutsche Equities, told CNBC-TV18.
28 Jun 2016, 11.57 am | Source: CNBC-TV18
The key sensitivity areas to look at include whether China uses this opening to significantly devalue the RMB, according to Saurabh Mukherjea of Ambit Capital.
28 Jun 2016, 11.10 am | Source: CNBC-TV18
In the past 10 days, two major events — Brexit and Rexit — have created panic in the global and Indian markets. Ashok Wadhwa, Group Chief Executive of Ambit Holdings shares his views with CNBC-TV18 on these events that may hav...
28 Jun 2016, 10.26 am | Source: CNBC-TV18
Midcap shares have been on a tear recently, even as some concerns have been aired by experts who say a lot of stocks in the sector are now fully priced and prone to risk.
27 Jun 2016, 5.00 pm | Source: CNBC-TV18
Speaking to CNBC-TV18, Credit Suisse's Robert Parker said that the impact of Brexit on the UK will be negative. But a contagion risk for EMs like India will be low, he said.
27 Jun 2016, 12.53 pm | Source: CNBC-TV18
A significant impact on these IT companies following the event may come in another 12-24 months, says Rahul Jain, Vice President at Systematix Shares and Stocks.
27 Jun 2016, 10.39 am | Source: CNBC-TV18
Experts believe Brexit may continue to have a short-term impact of markets such as India but said the medium-term impact will be restricted the UK and EU economies.
25 Jun 2016, 7.14 pm | Source: CNBC-TV18
Regardless of where the market is headed, there will continue to remain many stock or sector specific ideas, says Ridham Desai of Morgan Stanley.
25 Jun 2016, 5.01 pm | Source: CNBC-TV18
Speaking to CNBC-TV18 Deepak Parekh said that Indian fundamentals are strong and Brexit won’t impact us a lot, however Indian companies manufacturing in UK may get impacted.
24 Jun 2016, 8.30 pm | Source: CNBC-TV18
The US Federal Reserve will have to assess both domestic and international headwinds and ensure enough liquidity in the market before taking any decision on rate, says Jane Foley, Sr FX strategist of Rabobank.
24 Jun 2016, 5.09 pm | Source: CNBC-TV18
In an interview with CNBC-TV18 Sanjay Dutt of Quantum Securities advises investors to stay away from stocks that are over owned by foreign institutional investors (FIIs).
24 Jun 2016, 4.51 pm | Source: CNBC-TV18
The weakening pound is going to mean a cheaper euro. And, if euro cheapens, the dollar is going to get stronger. The dollar will mainly benefit from safe haven flows into the currency, says Jeremy Stretch.
24 Jun 2016, 4.49 pm | Source: CNBC-TV18
Rupee depreciation has come along with Brexit and will have its impact on balance sheets of most of the companies on June 30 and inflation, says Ajay Srivastava of Dimensions Consulting, in an interview to CNBC-TV18.
24 Jun 2016, 2.49 pm | Source: CNBC-TV18
Binay Chandgothia, the MD & Portfolio Manager, Principal Global Investors, said that Brexit will not be a full-blown crisis if the central bank devises strategies to tackle liquidity, as monetary policies alone won't be enough.
24 Jun 2016, 2.13 pm | Source: CNBC-TV18