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Governments in emerging markets like India do not have the firepower to protect their economies
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In conversation with CNBC-TV18, Hemant Kanawala, Head-Equity, Kotak Life Insurance discusses the fundamentals of the market.
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Jan Lambregts, Rabobank says a Federal Reserve rate hike seems unlikely in November. They may shy away in the last minute. But the Fed may hike rates in December by around 25 basis points which he senses may not lead to any global market imbalance.
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Ridham Desai, MD, Morgan Stanley India, says India continues to be the best house in a bad neighbourhood and that there is tremendous appetite to buy India.
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In an interview to CNBC-TV18, Manoj Pradhan, Global Economist at Morgan Stanley Research spoke about the collapse that we have seen across global assets and how should we understand the global market meltdown.
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Adrian Mowat of JPMorgan says earnings delivery by Indian companies has been much better than most emerging markets. He is overweight on IT, mining and bank stocks.
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The price-to-earnings (P/E) ratio of the MSCI Emerging Markets Index is currently below 10 - levels not seen since November 2012 - and Citi recommends investors regain exposure to these stocks now instead of waiting for a catalyst to drive a turnaround.
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Nick Parsons of National Australia Bank tells CNBC-TV18 that his favoured assets are developed market equities because he expects their outperformance to continue for a while longer.
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With the conclusion of the Summit, Richard Ross, Global Technical Analyst at Auerbach Grayson says, "It appears that the worst scenario has been avoided which is that they simply couldn't come up with anything constructive even though some steps have been taken."
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Gerard Lyons, global head of strategy and economics at Standard Chartered, in an interview to CNBC-TV18, gave his views on how the global markets will perform going forward.
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According to Ralph Acampora, Portfolio Manager & Director, Alverita, the Sensex may trade between 17,295 and 20,000 with the Nifty50 hovering around these levels as well. While emerging markets (EMs) started the year on a negative note underperforming to their developed market (DM) peers, he sees this trend continuing in the longer-term.
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The weekend petrol price hike and weak global cues saw the Nifty close on Monday a tad below the 5,500 level. CNBC-TV18's managing editor Udayan Mukherjee says, "Don’t expect great cues from the global side as we wade into the second day or what has started off as a tricky session for the stock market."
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Emil Wolter of RBS sees market volatile in the near-term due to confusing macro economic dynamics in India. "This has seen the market starting and stopping quite a bit." While he still holds a cautious call, he sees a significant correction in the Indian markets in the next couple of months.
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Jim Walker, the MD of Asianomics, in an interview on CNBC-TV18 says European tensions are only likely to escalate henceforth with no relief in sight. Along with the situation in the Middle East North Africa (MENA) region, he also expresses concern over the financial stability and the economic growth of the eurozone.
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Developed market equities will likely outperform Asian and emerging market equities. Crude prices remain the reason behind the underperformance of the Asian markets, said Ajay Kapur,managing director and head of Asian equity,at Deutsche Bank. "Crude will play a key role in deciding equity performance of Asian equities," he said.
