Bank Julius Baer

Mark Matthews of Bank Julius Baer is positive on India. A strong base effect coming from commodities and the banking space is the reason for his optimism.

Trump intends to do what he said he would: Julius Baer

US President Donald Trump has a very unpredictable style but he does intend to do what he said he would, says Mark Matthews, Head Research, Bank Julius Baer.

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

Don‘t think Fed will raise rates in 2016: Bank Julius Baer

With China's Producer Price Index lessening and the deflation going away, earnings in the country are expected to rise, he says.

Money coming back to emerging markets: Bank Julius Baer

Speaking to CNBC-TV18, Mark Matthews of Bank Julius Baer said that money has started coming back to emerging markets and expects a turnaround in various global emerging market currencies.

Relief rally seen; not sure if it can sustain: Julius Baer

Mark Matthews of Bank Julius Baer says he is not sure if the relief rally can sustain. Factors like the macro data in China, and for India, the impending Bihar elections will influence sentiment, he says

Subdued wages won't let Fed hike rates soon: Mark Matthews

Robust jobs growth in the US is the talking point in market across globe. However, wages rose a miniscule 2 per cent year-on-year, which means the case for a rate hike isn‘t that strong as perceived.

Indian market can gain 50% in next 1-2 years: Mark Matthews

Mark Matthews, Bank Julius Baer and Co said that steep fall in global crude oil prices is big positive for Indian economy and the market.

Will Germans allow global market revival?

Onto specific macros, Mark Matthews of Bank Julius Baer says that lower commodity prices are a positive for India and China. Furthermore, he feels India remains a great story and given its strong demographic and consumer story.

India a buy, but only assuming BJP wins: Mark Matthews

Mark Matthews of Bank Julius Baer says if Congress were to win with a coalition then he would be a seller.

India slowdown not over; structural issues remain: Matthews

Bank Julius Baer feels that the slowdown in the economy may be far from over. Mark Matthews, its Head of Research, feels that the structural issues such as high deficits are marring the country's recovery.

Why India is Mark Matthews' top pick among EMs

Despite improving macro environment, Mark Matthews, Bank Julius Baer & Co does not see a possibility of a big bull market nor does he see any change of a big sell-off either.