According to the latest report by IMF, India is poised to grow at 7.4 percent in 2018 and 7.8 percent in 2019, making it the fastest growing economy among peers overtaking China.
In Q2 2019, supply is expected to increase from US companies, which may bring some relief to rising oil prices
Market looks weak but Sanjay Mookim of Bank of America Merrill Lynch sees relative trades in retail, select banking and rural focussed stocks.
Macquarie feels the valuation risk is limited to benchmark indices while midcap is still vulnerable.
Ridham Desai of Morgan Stanley in his September report raised 30-share BSE Sensex target to 42,000 for September 2019, implying a potential upside of 11 percent.
In its latest report, Ridham Desai of Morgan Stanley said a delay in earnings growth recovery was one of the key reasons why investors were not feeling bullish on Indian equities
Gautam Chhaochharia of UBS Securities is neutral on state-owned banks and non-financial banks.
Ashwini Agarwal of Ashmore Investment Management feels the dollar strength is a big problem for EM currencies.
Tushar Pradhan of HSBC Global Asset Management feels macros do have some element of risk for the market in the short term but earnings will continue to grow
Nifty Pharma index has corrected nearly 17 percent since the beginning of 2016 and 3 percent from 2017.
Sundaresan Naganath of Franklin Templeton AIF said an absolute correction of 5-10 percent could be possible during the next 12-24 months, but the Indian equity market is relatively better than other equity classes globally
Mohit Ralhan of TIW Private Equity said increase in interest rates and specific event risks around de-globalisation are key risks
Tushar Pradhan of HSBC Global AM said the economy is likely to pick up, so probably it is a good way to stay invested in the market.
Sukumar Rajah of Franklin Templeton Investment prefers companies in cyclical sectors, commodities and firms benefiting from the ease of doing business
According to Pratik Gupta, the market could fall 3-5 percent only if sharp appreciation in the US dollar and spike in crude oil prices. Overall any fall if it happens would only because of global cues.
Desai, who was speaking on the sidelines of the Morgan Stanley Investor Summit on Tuesday, shared his views on the corporate earnings, emerging market growth and his outlook on stocks.
Speaking on the issue of abrupt resignations by auditors, Arora pointed to the lack of transparency in informing shareholders about their reasoning.
Going forward, Mukherjea expects some challenge on the margin front for mid and smallcap companies.
Speaking on political risks, he expects some more choppiness on the back of political uncertainty. There are concerns whether the BJP will get the majority to form a government next year.
Moreover, collections from goods and services tax (GST) also don’t seem to be on an upward trajectory, he added.
CNBC-TV18's Latha Venkatesh spoke to Willem Buiter Chief Economist of Citigroup and asked him his advice to investors for this year where the financial markets seem to be bumpy.
The asset class that one is seeing benefit from the savings story is equity investments, said Richard Kersley of Credit Suisse.
In an interview to CNBC-Tv18, James Glassman, Senior Economist at JPMorgan shared his views and readings on the global trade war.
President Donald Trump targets China with up to USD 60 billion in Chinese import. The new measures are designed to penalize China for trade practices that the Trump administration says involve stealing American companies' intellectual property. In an interview to CNBC-TV18, Richard Harris, Chief Executive, Port Shelter Investment Management, Shaun Rein, Founder-CMR and Jahangir Aziz, Asia Economic Research at JPMorgan shared their views on the same.
Speaking on risks from crude price rise, Sanjay Mookim said that it could remain rangebound around the levels of USD 60 per barrel.