Amp Capital Investors

Strong overall economic growth is driving share markets higher and around that there are other developments such as Donald Trump, French Election, Brexit and issues about South Korea are causing bouts of volatility, Oliver said.

Indian stocks to do well in 2017; no global trade war: AMP Cap

Indian stocks will do better this year after a year of underperformance. Narendra Modi's policies too are on the right path and demonetisation over the longer-term will yield positive results

US Fed is playing second fiddle to govt policy: Bank Julius Baer

Speaking to CNBC-TV18 Mark Matthews of Bank Julius Baer and Shane Oliver of Amp Capital Investors weighed on the impending FOMC meet and its implications

See Dollar Index rising 5%; wary of EMs for 6 months: AMP Cap

Rising dollar strength is negative for EMs and so the trade of being pro-developed markets and short EM would continue for some more time, said Shane Oliver, Head Investment Strategy & Chief Economist, AMP Capital Investors.

See Dollar Index rising 5%, wary of EMs now: AMP Cap

Speaking to CNBC-TV18 Shane Oliver, Head, Investment Strategy & Chief Economist at AMP Capital Investors said that December seasonally is a strong month. There is a pause right now, he said, adding that events like Italian referendum, ECB and US Fed meets are around the corner.

Trump victory may lead to a global trade war: AMP Capital

Riding in close on the heels of US Federal Reserve saying on Thursday that higher inflation strengthens case for a rate hike, AMP Capital Investors too believes that a rate hike on the cards in December.

Bulls in emerging markets may continue to be on a roll: AMP Cap

The bullish trend in emerging markets is likely to continue, says Shane Oliver of AMP Capital Investors in an interview to CNBC-TV18 sharing his expectations from the upcoming meetings of Bank of Japan (BoJ) and US Federal Open Market Committee.

Mkts close to near-term bottom, may bounce on ECB comment: AMP

Shane Oliver, head of investment strategy at AMP Capital Investors says markets may have already seen near-term bottom.

Chances of Sept Fed rate hike below 50%: AMP Capital

As far as the Indian markets are concerned, Shane Oliver of AMP Capital Investors says though it has been volatile and is rather expensive, it is in a far better shape than other emerging markets (EMs).

India safer than most; Fed will wait till Dec: AMP Capital

India is seen as a source of stability and decent growth in a world that is ridden with problems, says Shane Oliver, Head-Investment Strategy & Chief Economist at Amp Capital Investors.

India attractive; see 15% returns from global mkts: AMP Cap

Shane Oliver of AMP Capital Investors says despite the rich valuations, India continues to remain attractive. He says domestic investors were major participants in the China rally.

India overvalued, but rally will continue: AMP Cap

In an interview to CNBC-TV18, Shane Oliver says the world outlook looks better than it did a month ago since the rebounding of crude prices is aiding US stocks and the QE in helping Europe recover.

Abe dissolves parliament, sets stage for election

Abe this week postponed a second sales tax hike, initially scheduled for October 2015, by 18 months. The original plan was to raise consumption tax to 10 percent next year, after it was increased to 8 percent from 5 percent this year.

Global risk-on sentiment likely to continue: AMP Capital

Globally monetary conditions too are easing with ECB and Bank of Japan replacing the Fed on the quantitative easing front, he adds.

Markets to recover previous highs in 6 mths: AMP Capital

Shane Oliver believes the markets have seen quite a good correction and a lot of bad news has already been factored in. Therefore, the worst is over and the bull market is likely to resume.

India overvalued; 50% chance of Dec Fed taper: AMP Cap

On emerging markets (EMs), Shane Oliver of AMP Capital Investors, advises a case-by-case approach as China is relatively cheap whereas India, he believes, is still expensive.

Japan's fall natural after 80% rally in 6 months: AMP Cap

Shane Oliver of AMP Capital Investors feels the Japanese market will recover in the months ahead. According to him, bull markets are often characterised by steady advances and as investors get long on the markets, one needs a bit of bad news to cause a sharp correction.

Bernanke unlikely to upset mkts; may not cut QE3: AMP Cap

Shane Oliver of AMP Capital Investors thinks that US Federal Reserve Chairman Ben Bernanke is unlikely to upset the financial markets as that will undo a lot of good work done by him over the last year in terms of trying to push those markets higher as aid to the US economy

Lack of reforms, mkt valuation keep FIIs at bay: AMP Cap

Shane Oliver, head investment strategy & chief economist, AMP Capital Investors, says that India still holds a degree of interest among investors, but there is lot of uncertainty in the short term with regards to inflation and abality of the RBI to cut rates further.

World mkts to rise, India to buzz on growth in '13: AMP Cap

Shane Oliver of AMP Capital Investors explains to CNBC-TV18 that with the fiscal cliff in the US nearing resolution, economically healthier emerging markets and the presence of stimulus halting the crisis in the euro-zone, global markets are set to rise all through 2013.

Why Europe needs to do more than cut interest rates

The European Central Bank needs to go beyond lowering interest rates - which has already been priced in by markets - to boost growth and authorities may be better off ramping up their asset-purchasing programs instead, economists tell CNBC.

Europe has fundamental issues but is on right path: AMP Cap

In an interview to CNBC-TV18, Shane Oliver, head investment strategy & chief economist, AMP Capital Investors says all the positive noises coming from the EU summit will cap the downside in the near-term.

S&P outlook doesn't alter India's long-term story: AMP Cap

Shane Oliver, head investment strategy & chief economist, AMP Capital Investors agrees with the S&P that India really needs to move a bit faster to get its fiscal and current account deficit under control and needs to see more effort to reform the economy.

Biz sentiment improves among Asia firms, Indian cos upbeat

Business sentiment among Asia's top companies improved dramatically in the first quarter following three straight quarterly declines, buoyed by signs of recovery in the United States and some steadying of Europe's debt crisis.

Fundamental backdrop for equities still positive: AMP Cap

Shane Oliver, head investment strategy and chief economist of AMP Capital Investors says, the fundamental backdrop for shares is still quite good.