Robert Parker, in an interview to CNBC-TV18 says India‘s GDP growth will start improving only from April next calendar. He is not as bullish on emerging markets‘ bonds, though he says the macro-economic environment is beginning to calm down.
Robert Parker of Credit Suisse AMC believes that this (tapering) process will be slow and the US central bank will still be buying bonds of USD 60 million after the tapering process.
Robert Parker of Credit Suisse AMC told CNBC-TV18 that In terms of the valuation of China versus India, despite the poor performance of India this year, India still expensive than the Chinese market.
Credit Suisse AMC's Robert Parker believes that emerging markets will have to wait till September to outperform, tough their downside risk has been reduced
Robert Parker of Credit Suisse AMC does not see any significant move in commodity prices to derail the equity market. In fact stable commodity prices will be positive for India, he adds.
Robert Parker of Credit Suisse AMC expects to see a minor correction -- about 5-8 percent -- in global equities over the next one-month period on the back of weak economic data.
Robert Parker of Credit Suisse AMC explains to CNBC-TV18 that the markets have responded positively to the conditions specifying German support to the ESM with a relief rally and emphasises that India will stand to benefit from the global rally in equities
Even though there are fresh concerns now over Greece, Italy and Spain, these problems had never really gone away, says Robert Parker, vice chairman, Credit Suisse AMC.
In an interview to CNBC-TV18, Robert Parker, head- strategic advisory group Credit Suisse Asset Management says the recent upswing that global equity markets are witnessing may start to moderate soon.