Bhuvnesh Singh

For long-term investors, Bhuvnesh Singh, MD and head of India research at Barclays, says internet companies are a good place to be in. But the problem is most of these companies are not listed, he adds. He believes there is lot of value in home improvement space and to that effect paint companies are still a good buy at current levels

Q2FY16 earnings lacklustre, downgrade industrials: Barclays

With the exception of energy, all sectors have seen downgrades to FY16 consensus earnings estimates since the start of the current quarter, with the largest downgrades seen in materials and industrials, Singh says.

Nifty may move to 9642, Maruti, SBI top picks: Barclays

Our 12-month forward Nifty target of 9,642 suggests a 24 percent upside potential from current levels, says Bhuvnesh Singh of Barclays.

Optimistic on consumption recovery in H2FY16: Barclays

Barclays said given that & more reasonable valuations in consumer staples post recent declines, the brokerage adjusted portfolio stance by upgrading consumer staples to marketweight from underweight and downgrading consumer discretionary to marketweight from overweight.

Optimistic on earnings revival in H2FY16, buy SBI: Barclays

Going forward, Bhuvnesh Singh of Barclays is optimistic on earnings recovery in H2FY16.

Slow earnings revival scary: Analysts cut market target

The brokerage slashed 12-month forward Nifty index target to 9,642 from 10,219 earlier due to delay in earnings recovery, Singh adds.

See further downside till 8000 on Nifty in near term: Ambit

"With 8,500 decisively gone, we see further downsides till 8,000 in the near term," said Gaurav Mehta, Ambit .

Nifty target at 10,200; earnings to sprint in H2: Barclays

Demolishing ideas that corporate earnings are not going to see a meaningful pick up any time soon, Bhuvnesh Singh of Barclays Capital says a 15-20 percent growth should be a breeze in second half of the year.

Mar quarter earnings season starts on muted note: Barclays

Bhuvnesh Singh, Barclays said the Q4FY15 earnings season started on a muted note with equal 'beats' & 'misses' to consensus EPS forecasts.

Expect inflation to stay low, rate cut hopes rise: Barclays

“With inflation now on a sharp decline and expected to stay low, expectations of rate cuts next year have risen," says Bhuvnesh Singh, Barclays.

Capex cycle in India unlikely to recover quickly: Barclays

With economic growth turning a corner, he believes that consumer-oriented sectors should be the first to improve their earnings and returns. “Recovery of the capital goods sector could be even more delayed as current excess capacities get absorbed,” he adds.

Earnings momentum needs to sustain ROE in India: Barclays

"We reiterate long-term view that positive earnings momentum is required to sustain the returns of Indian equities,” says Bhuvnesh Singh, Barclays.

JPMorgan sees 8-10% potential upside in market by FY15-end

“Valuation models based on assets or long-term cash flows - price / book versus return on equity and dividend discount suggest a potential upside of 8-10 percent through to the end of the fiscal year," says Bharat Iyer, JPMorgan.

ICICI, Hindalco, Reliance are Election picks: Barclays

“Our key election stock picks include ICICI Bank, Hindalco, Shree Cement, Reliance Industries and Ashok Leyland,” Bhuvnesh Singh, Barclays said.

Interact with CNBC-TV18: Bhuvnesh Singh bullish on IT, pharma post Q3 earnings

Bhuvnesh Singh, MD & Head of India Research at Barclays recommended investing in IT sector because it has been the only sector where earnings have been ugraded across companies.

Prefer pharma, IT services space: Bhuvnesh Singh

Bhuvnesh Singh, MD & Head of India Research at Barclays prefer pharma and IT services space.

Nifty to trade around 6500 over next 12 months: Barclays

Bhuvnesh Singh, MD & Head of India Research, Barclays said foreign inflows are likely to be positive for India in 2014.

FIIs being overweight is a risk for market: Barclays Cap

Macro concerns will impact few parts of the market - financials, industrials and materials, while rupee fall will help export-oriented sectors like IT, healthcare or import parity sectors like petrochemicals and energy. This in turn provides an opportunity for traders.

RBI's move may negatively impact capex, earnings: Barclays

Bhuvnesh Singh of Barclays says that although RBI‘s move may provide temporary relief to the rupee, these measures reduce growth expectations and hence, could negatively impact capex and earnings for the corporate sector.

US recovery may strengthen dollar: CLSA

With the expectation of a pick up in US recovery, yields will rise which will strengthen the dollar, says Russell Napier, CLSA.

Barclays Cap says FIIs bullish on India; gives stock ideas

Bhuvnesh Singh, head of research at Barclays Capital says at Barclays they are overweight on healthcare stocks, some pharma stocks like Sun Lupin. They also like Cairn India and BPCL from the oil and gas sector.

High-yield stocks remain relatively attractive, says HSBC

Growth now looks expensive relative to value, but high-yield stocks remain relatively attractive, says Garry Evans of HSBC.

5564 should be seen as attractive buying opportunity: CLSA

For the Nifty, any pullbacks towards the 50-DMA, currently at 5,564 should be seen as an attractive buying opportunity, says Laurence Balanco of CLSA.

Underweight on financials: Barclays

Bhuvnesh Singh of Barclays said they were Overweight on consumer staples & healthcare and Underweight on financials.

Expect Nifty to range between 5050-6100: Barclays

Bhuvnesh Singh of Barclays said they expected the Nifty to range between 5,050 and 6,100 for the next 12 months. We suggest investors stay low beta but look to add names that could benefit from policy initiatives.