Ccam

If the upside in US yields was a catalyst for money flowing out of emerging markets, then a slowdown in China could prevent money flowing back-in, Mark Konyn of CCAM said.

Sell-off in EMs to continue for longer time: Mark Konyn

In India, although, the market has held up a little bit better, there is concern that there is hot money that may flow out of the economy, says Mark Konyn, CEO, CCAM.

India remains a concern for FIIs: CCAM

Mark Konyn, CEO, CCAM, feels that the markets have reacted very negatively to the Cyprus issue, but the last minute deal which Cyprus clinched has ruled out the possibility of any immediate threat of Cyprus disrupting the status quo in Europe.

Investors feel India still weak, says Mark Konyn

Mark Konyn, CCAM told CNBC-TV18 that post the Budget also investors feel that there is still fundamental and structural weakness in India. He believes that market is not yet convinced that the additional revenues can be raised as it is being hoped.

Spain may ask for a bailout next year: CCAM

A lot of people think that Spain will ask for a bailout in November. In an interview to CNBC-TV18, Mark Konyn, CCAM says Spain has been delaying this for sometime. "They have issues within the country as well. There is an expectation in the market that this could drag on for sometime," he adds.

Eye on Europe; mkts to be cautious: CCAM

Mark Konyn of CCAM told CNBC-TV18, the market momentum has built over the announcements made by the ECB last week. However, before the big decision on the banking union comes out, markets are likely to be cautious.

ECB may not cut rates on Sept 6: CCAM

The global markets are keenly watching the European Central Bank (ECB) meet on September 6. Mark Konyn, CCAM says the markets are expecting a rate cut. "It may disappoint because there are a couple of challenges in the German Court. That may cause the ECB to hold off at this juncture," he adds.

Greece may get breathing room; ECB action expected: CCAM

Mark Konyn of CCAM believes Greece is going to be allowed breathing room to meet its bailout requirements.

Need more resolve from central banks to move markets: CCAM

In an interview to CNBC-TV18, Mark Konyn, CEO, CCAM gives us his expert view on how global markets are panning out now after the big events - the EU summit and the ECB and BoE monetary policy played out.

Don't hold your breath on an RBI rate cut: Mark Konyn

In an interview to CNBC-TV18, Mark Konyn, the chief executive officer of CCAM says policy options remain rather narrow for the Reserve Bank of India right now.

See lower probability of QE3: Mark Konyn

The US macro data has been mixed. The non-farm payrolls completely disappointed the street. Mark Konyn, chief executive officer of CCAM sees lower probability of a quantitative easing 3 (QE3).