Moneycontrol PRO
HomeNewsAdrian mowat

Adrian Mowat

Jump to
  • Trump tariffs unfair on India, China to outperform as headwinds weigh: Adrian Mowat

    The Emerging Market Strategist said trade frictions, visa curbs, and costly valuations as near-term drags for India, while Brazil and China ride policy support, tech strength, and capital flows.

  • Can India Still the Brightest Star in Emerging Markets? Adrian Mowat Decodes

    Can India Still the Brightest Star in Emerging Markets? Adrian Mowat Decodes

    US trade tensions, visa setbacks, shaky earnings, and shifting FII flows—can India’s growth story stay intact? Adrian Mowat, one of EM’s most closely followed strategists, dissects the big forces that could make or break India’s investment appeal.

  • Adrian Mowat sees some selling by foreign funds to move into China, but no big scare to India's bull run

    Adrian Mowat sees some selling by foreign funds to move into China, but no big scare to India's bull run

    Adrian Mowat said several active fund managers who were Overweight on India may be trimming positions in order to rotate money into China.

  • Certainly not committing the portfolio to Adani Group stocks, says Adrian Mowat

    Certainly not committing the portfolio to Adani Group stocks, says Adrian Mowat

    Market veteran Adrian Mowat explained, “I think a lot of institutional investors have decided to sidestep Adani, and it hasn't been sitting in in people's portfolios. That was primarily because the valuations looked high”.

  • India does not have to raise its policy rates in tandem with US rates: Adrian Mowat

    India does not have to raise its policy rates in tandem with US rates: Adrian Mowat

    Veteran EM strategist said that Indian will continue to be an attractive investment destination

  • Struggling to find stocks to invest in India; Korea, Taiwan are better placed: Adrian Mowat

    Struggling to find stocks to invest in India; Korea, Taiwan are better placed: Adrian Mowat

    Not everyone is bullish on India when it comes to investing in stocks, says Emerging Markets Equity Strategist Adrian Mowat. He says he finds it difficult to recommend stocks in India as the outperformance has led to overvaluation

  • Adrian Mowat on Silicon Valley Bank collapse, Fed expectations & view on India | MC Exclusive LIVE

    Adrian Mowat on Silicon Valley Bank collapse, Fed expectations & view on India | MC Exclusive LIVE

    Adrian Mowat, emerging equity markets strategist, talks about the failure of SVB and fear of contagion. He also shares his expectations from the US Federal Reserve, especially since the street is getting more and more divided about whether the US central bank will opt for a smaller rate hike or even go for a pause in the wake of the latest bank collapse. Also catch his thoughts on India!

  • Indian equities continue to remain quite resilient, says Adrian Mowat

    Indian equities continue to remain quite resilient, says Adrian Mowat

    "When I look at Indian equities, they have proved to be quite resilient. Typically, one would expect Indian equities to underperform with the oil prices where they are today," the emerging equity market strategist said.

  • Budget 2019: Govt has to strike a tight balance between growth and fiscal discipline, says Adrian Mowat

    Budget 2019: Govt has to strike a tight balance between growth and fiscal discipline, says Adrian Mowat

    The first budget after a general election should see the most fiscal discipline because the political cost is the lowest, he said in an interview with CNBC-TV18.

  • Global macro equity story playing out currently: Adrian Mowat

    Global macro equity story playing out currently: Adrian Mowat

    According to Mowat, there has been a profound change in central bank policies around the world.

  • India looks expensive with downgraded earnings; underweight on IT, pharma: JPMorgan

    India looks expensive with downgraded earnings; underweight on IT, pharma: JPMorgan

    Adrian Mowat, JPMorgan is underweight on IT, pharma and consumer staples due to expensive valuations. He likes private players in the financial space

  • Sign of caution! India’s ‘bull run’ missing out on the upgrade cycle as compared to global peers

    Sign of caution! India’s ‘bull run’ missing out on the upgrade cycle as compared to global peers

    The June quarter earnings story does not offer confidence and the whole bull market scenario looks a bit shaky at current levels, given the fact that benchmark indices are already trading above their long-term averages.

  • BSE Sensex mantra! Top factors which are pulling Indian markets higher: Adrian Mowat

    BSE Sensex mantra! Top factors which are pulling Indian markets higher: Adrian Mowat

    The valuation of the Indian market is at the top band as there is a lot of optimism which is priced in the Indian market.

  • See Nifty at 10,500 in a bull case scenario; earnings growth to be in high single digits: JP Morgan's Adrian Mowat

    See Nifty at 10,500 in a bull case scenario; earnings growth to be in high single digits: JP Morgan's Adrian Mowat

    Adrian Mowat of JPMorgan believes that the market could go up if the earnings growth catches up. He sees the Nifty’s target of 10,500 in a bull case scenario, but also highlights the inconsistency on macroeconomic data front.

  • India remains highest net overweight market in EMs: JPMorgan

    India remains highest net overweight market in EMs: JPMorgan

    India remains the highest net overweight market in emerging markets.

  • Indian mkt to move higher along with emerging markets: Adrian Mowat

    Indian mkt to move higher along with emerging markets: Adrian Mowat

    Speaking to CNBC-TV18, Mowat said that the last two quarters were tough for India due to demonetisation and the US election outcome but a pro-business and pro-reform government will keep confidence high in marke

  • Union Budget 2017-18: Least volatile; disappointed with no change in corp tax

    Union Budget 2017-18: Least volatile; disappointed with no change in corp tax

    Deepak Parekh, Chairman, HDFC is disappointed that there was nothing on corporate tax, except a proposal to cut corporate tax rate for MSMEs (Micro Small and Medium Enterprises) having revenues less than Rs 50 crore to 25 percent.

  • Trump victory going to be more shocking than Brexit: JPMorgan

    Trump victory going to be more shocking than Brexit: JPMorgan

    There is going to be a lot of volitility in the global markets if Hillary Clinton loses the elections, he says. This is due to the vacuum of information until more clarity on the policies he employs in US emerges.

  • Correction a great opportunity to add risks in EMs: JPMorgan

    Correction a great opportunity to add risks in EMs: JPMorgan

    Strengthening dollar and rising oil prices are the global headwinds for EMs, says Adrian Mowat, Chief EM & Asian Equity Strategist at JP Morgan.

  • Fed, BoJ meetings eyed; bullish on emerging markets: Experts

    Fed, BoJ meetings eyed; bullish on emerging markets: Experts

    Mixo Das of Nomura says all eyes are on the September 21 Federal Reserve/Bank of Japan meetings.

  • JP Morgan target for Nifty @10,000 by end of this year

    JP Morgan target for Nifty @10,000 by end of this year

    Adrian Mowat OF JP Morgan said that China, which has been a laggard, is beginning to outperform. He believes that there will be inflows into emerging markets in general.

  • Asia Pacific ex-Japan 2016 target 500, buy ICICI Bank: JP Morgan

    Asia Pacific ex-Japan 2016 target 500, buy ICICI Bank: JP Morgan

    In case of India, earnings per share revisions have turned from negative to flat, Mowat says, adding earnings surprises continue to be driven by margin dynamics.

  • Focus on domestic businesses than IT firms in India: JP Morgan

    Focus on domestic businesses than IT firms in India: JP Morgan

    JP Morgan has an overweight stance on India with expectations of double digit returns as the index moves towards 9,000 level. Strong earnings are expected in 2017, Adrian Mowat of JP Morgan says.

  • Brexit effect: Emerging markets now look more attractive to FIIs

    Brexit effect: Emerging markets now look more attractive to FIIs

    CLSA‘s Chris Woods sees emerging markets gaining from more monetary easing by central banks in a bid to counter possible volatility arising from the Brexit.

  • Is India's capex cycle recovering or do hurdles persist?

    Is India's capex cycle recovering or do hurdles persist?

    Adrian Mowat, Chief EM & Asian Equity Strategist, JPMorgan Chase, says if you look at some of the early indicators for corporate capex, such as truck sales, they are now turning around and looking very encouraging. However, data aggregator CMIE cautions that all is not well with the Indian business environment.

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347