Ben Luk

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.

Expect China's GDP at 6-4-6.5% in 2016: China Market Research

Ben Cavender, Principal, China Market Research Group (CMR) says the market is witnessing what was expected. But Ben Luk, Global Market Strategist at JP Morgan Asset Management, says the GDP data is worse than expected and the government needs to do a lot more

Like India on falling inflation; prefer DMs over EMs: JPM AMC

Falling inflation has not only made India a favourable investment destination but will also give RBI room to cut interest rates, says Ben Luk, Global Market Strategist, JP Morgan Asset Management.

Fed hike imminent but eyes on commentary: JP Morgan AMC

Until the Fed rate hikes next week, global markets are likely to remain quiet and consolidate, says Ben Luk, Global Market Strategist, JPMorgan Asset Management.

China needs to pump in more money to tackle issues: JPM

Ben Luk of JP Morgan Asset Management says the Chinese government needs to push through further monetary and fiscal measures to tide over the crisis. However, the likelihood of further intervention in the equity markets is rather low.

Overweight on DM stocks but also like India, China: JPM AMC

From a 6-12 months perspective Ben Luk, Global Market Strategist, JP Morgan Asset Management is overweight on developed market equities like US and Europe and underweight on emerging market (EM) equities. However, amongst the EMs, he is still positive on India and China.