Structural ROE could drive excess returns: Credit Suisse

Excerpts from Bazaar on CNBC-TV18 Watch the full show » ALSO READ See what other experts are saying about markets See what FIIs are saying about the markets See what Udayan Mukherjee is saying about the markets Nifty BSE | NSE 10/02/12 Are Mutual Funds betting on Nifty?

Here is expert equity call for the day on how the markets are expected to trade:

Sakthi Siva, Credit Suisse: Emerging markets have outperformed developed markets over 1, 5, 10 & 20 years. With interest rates in emerging markets at historically low levels versus nominal GDP, we believe structural ROE could drive excess returns going forward.