As far as crude prices go, Miswin Mahesh, energy analyst at Barclays, says it will levitate around the USD 30 per barrel levels for Brent over Q1. "It is only around Q2 that we start seeing a more tangible data suggesting that non-OPEC supplies are in fact adjusting and we start seeing demand improve," he told CNBC-TV18
For India to continue to outperform, the government needs to find a way to break the policy logjam, says Arnab Das of Trusted Sources. He says GST will be a game changer for the Indian market.
Longer-term the issues are still to be resolved and both Greece and the Eurozone need more time to iron out the flaws in the single currency, feels Das.
Arnab Das, Managing Director, Macro-Strategy, Trusted Sources spoke on variety of issues dominating the global economy. These include Greece worries, possibility of Fed interest rate hike and competition faced by India.
This trend reflects on the performance of both governments on the reforms front, says Arnab Das
Arnab Das, managing director, macro-strategy, Trusted Sources sees more easing from PBoC as China still has plenty of room for stimulus since the country is a net creditor.
In the event that ‘patience‘ finds a mention in the Fed statement and the guidance is dovish, Arnab Das of Trusted Sources believes it will be good for risky assets such as the US equity market, emerging markets and currencies.
According to Arnab Das, Managing Director - Macro Strategy at Trusted Sources, investors could be disappointed by the Brazil verdict (reappointment of Dilma Rousseff as president), but this may have a positive impact on India.
A large part of the slowdown in China has been caused because yuan has appreciated steadily at a CAGR of 3.5 percent since 2005 and that has now begun to dent Chinese exports.
In an interview with Sonia Shenoy on CNBC-TV18, Arnab Das said the sell-off seen in emerging markets could have been because of macroeconomic management mistake.
Arnab Das of Das Capital expects a dovish statement from the US Federal Reserve tomorrow.
In an interview to CNBC-TV18, Arnab Das, Managing Director of Market Research and Strategy, Roubini Global Economics says that flows will continue to come to India for the short-term.
Arnab Das, managing director of market research and strategy, Roubini Global Economics feels the dysfunction in Washington is so great that there is quite a good chance of a government shutdown and some scathing remarks around the debt ceiling.
A compromise will be reached in the debt ceiling negotiations in the US, says Arnab Das, Roubini Global Economics. He doesn‘t expect it to go to the brink of default and most certainly not a ‘technical‘ default.
According to Arnab Das of Roubini Global, the longer-term picture is still of uncertainty in emerging markets. With regards to India, he adds that the upcoming elections and uncertainty of the reform process will further add to worries.
In an interview to CNBC-TV18, Arnab Das, Roubini Global Economics spoke about emerging markets and global economic situation.
The Indian rupee on Friday extended losses to touch a record low of 62 per dollar after RBI took further steps to curb rupee volatility on Wednesday.
Investors should not sell emerging markets in an "absolute sense" but should sell relative to other global developments.
The positive in the US Federal Reserve tapering its bond buying program- the qunatitiave easing 3 (QE3) is that it may not tighten the economy until 2015 believes Arnab Das of Roubini Global Economics.
In an interview to CNBC-TV18, Arnab Das, Roubini Global Economics says that Indian economy's condition does not look good for the next 6-12 months. US economy is recovering and it will result in outflows from EMs like India.
Arnab Das of Roubini Global Economics believes that if the payroll numbers for June are strong, it will strengthen the impression of the Fed tapering its quantitative easing (QE) sooner rather than later.
Arnab Das of Roubini Global Economics says, in an interview to CNBC-TV18, that the economic scenario is not ready for the US Fed to pull the plug on QE and expects gold to trend down on a stronger dollar environment
The Canadian dollar declined for a fifth time in six days versus its US peer as a regional Federal Reserve president said the central bank may begin slowing monthly bond-buying as the labor market strengthens.
Arnab Das of Roubini Global Economics said he expects the ECB to lay out specifics of the bond-buying programme. According to him, whatever steps the ECB takes would be to help the eurozone and not mitigate its woes completely.
Arnab Das, Managing Director of Market Research and Strategy, Roubini Global Economics talks to CNBC-TV18 about why global markets are reacting so negatively, a day after the EU Summit.