The geopolitical issues gives investors a reason to take money off the market, believes Christopher Palmer, Founder and Chief Investment Officer of Benson Avenue Capital.
Talking about the impact of Brexit on emerging markets Seth Freeman, CEO and Chief Investment Officer at EM Capital Management, LLC, says the reaction would be to take profits off the table and hold on till the event outcome.
In an interview to CNBC-TV18's Reema Tendulkar & Nigel D'Souza, experts shared their readings and outlook on the Fed rate hike.
With the sharp correction in the global equities, where should investors be putting their money and how much more of a downfall can we see, is the worst over last week or are we going to see more reverses this week. In an interview to CNBC-TV18, Seth Freeman, CEO & CIO of EM Capital Management shared his views and opinion on global turmoil.
Seth R Freeman of EM Capital Management that a lot are now looking at rate increases in Q3 of next year while until today, most were thinking it to be during midyear.
Job growth cooled in August, with nonfarm payrolls adding just 142,000 even as the unemployment rate fell to 6.1 percent, according to the Labor Department.
Seth Freeman of EM Capital Management feels the US Federal Reserve will continue with its tapering plan. He says though the jobs number was lower than expected, there was a small decline in unemployment.
Seth Freeman has a long-term hold on India with a positive bias, while Shane Oliver finds Indian market still more expensive versus China, he recommends buying it on dips.
The rout in EM currencies and equities is likely to continue until some clarity emerges on China‘s cash situation, Seth Freeman of EM Capital Management told CNBC-TV18 in an interview.
if there are some meaningful announcements from India on infrastructure side then there is lot of long-term foreign direct investment (FDI) waiting on the sidelines to come in, says Seth Freeman.
According to Seth R Freeman, the two major US parties are unlikely to figure out a compromise soon and that will affect the markets globally.
Underlying strength in the US economy is gaining more traction and one can expect dollar to strengthen, says David Lennox, Fat Prophets.
Global markets are keenly watch the Greece election outcome on June 17. In an interview to CNBC-TV18, Seth Freeman, managing director at EM Capital Management says, the problem is that it doesn‘t solve any of the structural problems.
The main culprit for most global markets heading down has been the disappointing jobs report which came in the US along with the dismal PMI data which was announced in China. In lieu of all the negative global macro news, Seth R Freeman of EM Capital Management talks about where markets are headed going forward.
Seth R Freeman of EM Capital Management says he doesn‘t believe that a Greek exit from the euro zone will have such a large impact as envisaged by some analysts.
In an interview to CNBC-TV18, Seth R Freeman the CEO of EM Capital Management says rising crude prices will make it difficult for India to rein in inflation.
Seth Freeman of EM Capital Management tells CNBC-TV18 that the Greek bailout package was priced in by markets due to the fact it took so long to happen.
In an interview to CNBC-TV18, Seth Freeman, CEO, EM Capital Management talks about how US markets are faring at the start of 2012.
The global markets witnessed a big sell-off action yesterday. The markets are still not determined on what the policymakers in Europe prepared to do today, said Seth R Freeman, emerging and frontier markets specialists at EM Capital Management.
Due to the uncertainty emerging from the euro zone, Seth R Freeman, the emerging and frontier markets specialist at EM Capital Management, tells CNBC-TV18 that the dollar continues to look like the safe currency going ahead.
Even though the Indian equity market has been an underperformer in 2011, Seth Freeman, chief executive officer of EM Capital Management has a very positive long term view on India.
Greek Prime Minister George Papandreou won a parliamentary confidence vote on Saturday. Meanwhile, the G20 summit ended with little progress on EU crisis. Seth R Freeman, chief executive officer of EM Capital Management shared his views on the news coming in from Greece and G20 summit, and the possible implications on the markets.
In an interview to CNBC-TV18, Seth R Freeman of EM Capital Management said that ongoing global turbulence seen on the back of European Union aid deal is leading to redemption of funds.