Arvind Sanger

Here's a interview transcript of Arvind Sanger, Managing Partner, Geosphere Capital Management

Russia-Ukraine Conflict | Prices of commodities from Russia will remain high regardless of sanctions, feels Arvind Sanger of Geosphere Capital

Sharing his thoughts on the downward trend in the market due to the escalating Russia-Ukraine tensions, Arvind Sanger feels that it would be unusual for the market to “bottom out so soon under present circumstances”

Positive global cues & subdued inflation look positive for Indian market: Arvind Sanger

In an interview to CNBC-TV18, Arvind Sanger, Managing Partner, Geosphere Capital Management spoke about his reading of the market and his outlook.

Concerns over Trump's economic agenda: What experts think

Asian markets are under pressure this morning following the Wall Street lead lower on growing uncertainty over the Trump administration's ability to follow through on its economic policies. In an interview to CNBC-TV18, Geoff Lewis of Manulife Asset Management and Arvind Sanger, Managing Partner at Geosphere Capital Management spoke about the same.

Market will probably remain rangebound but don’t see massive sell-off: Geosphere Cap

In an interview to CNBC-TV18, Arvind Sanger, Managing Partner, Geosphere Capital Management, spoke about his reading of the market and his outlook.

We expect Nifty to touch 11,000 level in the next 12-18 months: Arvind Sanger

The Nifty which made a fresh record high this week is on track to hit 11,000 in the next 12-18 months backed by the earnings growth of 15 percent in FY18 and stable macro fundamentals, said Sanger.

If one gets a big sell-off we will be buying: Geosphere Capital

In an interview to CNBC-TV18, Arvind Sanger, Managing Partner at Geosphere Capital Management shared his readings and outlook on the global markets.

Trouble in Syria: How should you approach Nifty now? 'Invest only below 9,000'

In an interview to CNBC-TV18, Arvind Sanger, Managing Partner of Geosphere Capital Management shared his readings and outlook on how to approach the market.

Cautiously positive on Reliance Ind; like some NBFCs: Geosphere

He is positive on the local market. He said it is currently a part of a 'globally optimistic rally'.

Trump may weigh on stocks but earnings may surprise: Sanger

However, there are two reasons why Indian markets could do well: the economy could bounce back from demonetisation-induced slowdown and the Budget and GST rollout may be positive triggers, says Arvind Sanger, Managing Partner, Geosphere Capital Management.

OPEC outcome negative for India; IT to gain under Trump: Sanger

Sanger says US market is liking the pro US growth story under Trump administration. US traders see taxes being cut and less regulatory burden due to Donald Trump winning the elections as a huge positive for the market.

US Fed to be hawkish; RBI may cut rates: Geosphere

Speaking to CNBC-TV18 Arvind Sanger of Geosphere Capital Management said that demonetisation has been carried out in socialist economies like the North Korea and former Soviet Union in the past.

Govt's decision to demonetise a retrograde move: Arvind Sanger

In conversation with CNBC-TV18, Arvind Sanger, Geosphere Capital Management, said government's decision to demonetise Rs 1,000 and Rs 500 notes is a retrograde move.

Sanger's question: Will Tatas return to paternalistic growth?

Arvind Sanger of Geosphere Capital Management says the big focus should be now on return on assets and getting rid of underperforming assets at the Tata Group. He was referring to the turmoil that is underway in the over 15-decade-old company after Cyrus Mistry was ousted as Tata Sons‘ Chairman.

Cautiously optimistic on India; eyeing earnings revival: Sanger

Global liquidity tailwinds are unlikely to get any better from now and that makes Arvind Sanger, Managing Partner at Geosphere Capital Management “cautiously optimistic” on the Indian markets.

IT growth story to be more choppy, less robust: Geosphere Cap

IT sector will continue to face headwinds from the US Presidential candidates Donald Trump and Hillary Clinton. The sector is unlikely to throw up big surprises, said Arvind Sanger, Managing Partner, Geosphere Capital Management.

No time for big bets if you aren't playing market: Arvind Sanger

Arvind Sanger, Managing Partner at Geosphere Capital Management prefers to selectively stay on in the Indian equities and advises investors who have not yet entered the market to tread cautiously.

Valuation a challenge even as growth in India revives: Sanger

While some slight volatility might be seen in near-term over the news, Arvind Sanger, Managing Partner at Geosphere Capital Management says it will be a buying opportunity for investors.

EMs gaining from asset switch, but expensive now: Morgan Stanley

Jonathan Garner of Morgan Stanley sees India as a fast growing market and expects the growth to accelerate further in the coming days. He says it is among the bright spots in the post-Brexit world. He is bullish on consumption, industrial and cyclical plays

Arvind Sanger on market rally: How long will you ride the tiger?

Answer: Till as long as the liquidity taps are open.

India insulated from Brexit but IT, auto may get hit: Geosphere

The political risks emerging from the EU will spill over to parts of developed markets, says Arvind Sanger founded Geosphere Capital Management.

Rexit: What do industry and market experts think?

We were all worried about the Brexit vote this week, but I think now we are going to grapple with 'Rexit'. I think Rajan going out, of course, will not be taken well by the market. The initial reaction will obviously be down for the market, said Ramesh Damani, Member, BSE.

Once we get past Brexit, India is a no-brainer: Arvind Sanger

A serious risk to global markets has emerged in the form of the British referendum slated for next week, says Arvind Sanger of New York-based Geosphere Capital.

BoJ policy may create favourable backdrop for EM flows: Pros

With growth remaining challenged in developed markets and central banks staying put, it would create a favourable backdrop for EM fund flows, says Arvind Sanger, Founder and Managing Partner, Geosphere Capital.

Budget 2016: Will watch out for fiscal consolidation, says Arvind Sanger

Speaking to CNBC-TV18, Arvind Sanger, Founder & Managing Partner at Geosphere Capital Management says a bold budget is needed for a sustainable market rally.