Central banks to cut rates in Asia-ex Japan: Citigroup

Here are experts equity calls for the day on how the markets are expected to trade:

Markus Rosgen, Citigroup: As inflation subsides, central banks will continue to ease in Asia-ex Japan. This is good for equities especially interest-rate sensitives, such as banks, industrials, commodities and real estate. While, Hong Kong, Korea and Taiwan are Overweights, India and ASEAN are still Underweights.

Nilesh Jasani, Jefferies: India's slowdown is now recognised as a problem and is being addressed. But, there is no assurance that the policy shift will work. This is the time to wait and watch. Near-term risks are high and as a result we would not turn positive right away. However, we are turning hopeful given the plethora of new trends.