Adrain Mowat

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Bank Nifty looks weak both technically and fundamentally: EM expert Adrian Mowat

Apart from Bank Nifty, the EM guru was cautious on overall Indian markets as well due to hardening bond yields
Fiscal deficit not a worry, focus on revenue deficit: Mowat

Mowat said things are improving on the macro front, but in absolute terms, the pace is still not satisfying.
India on JP Morgan's radar, says inflation to ease

Andrian Mowat of JP Morgan offers some balm for investor sentiments. In an interview to CNBC-TV18, Mowat said that policy action may lead to an upside surprise in oil & gas. Expecting inflation headline inflation rate to ease, Mowat adds that lower oil prices would be a positive for India.
JPMorgan upgrades India to Overweight

We are upgrading India to Overweight. The macro drivers for India include decline in headline inflation, normalisation of the yield curve and progress in legislation post 2010 corruption stalemate.

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Adrain Mowat

Bank Nifty looks weak both technically and fundamentally: EM expert Adrian Mowat

Fiscal deficit not a worry, focus on revenue deficit: Mowat

India on JP Morgan's radar, says inflation to ease

JPMorgan upgrades India to Overweight