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After the 25 percent US tariff, in aggregate, LGT’s Stefan Hofer doesn’t expect material downside to India’s economic growth, albeit some sectors may be more impacted than others.
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DBS Bank remains constructive on gold despite the current wave of consolidation. There remains a multitude of long-term tailwinds for gold, Joanne Goh said.
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The FOMC meeting was in line with expectations and in line with the Fed’s dual mandate of full employment and price stability, said Stefan Hofer of LGT Private Bank.
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Stefan Hofer of LGT Private Bank believes corporate India balance sheets are strong, India's fiscal deficits are improving at 4.2% to 4.4%, and Banks balance sheet are strong, with low levels of NPA.
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Given the policy uncertainty, LGT Bank's Stefan Hofer sees a modest upside in gold prices, predominantly as a hedge against geopolitical risk and rising inflationary pressures.
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India’s economy has demonstrated remarkable resilience thus far and is poised to sustain its strong performance this year, says Hou Wey Fook of DBS Bank.
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In the absence of structural imbalances among households and companies, a US economic 'soft landing' remains base case scenario for DBS Bank, says Hou Wey Fook
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If the dollar softens next year as is our expectation, and Chinese stocks remain off-limits to foreign investors due to geo-politics and the slow economy there, then foreign money should flow to Indian stocks, says Mark Matthews of Julius Baer.
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Inflation concerns in India will likely persist for the rest of the calendar year, says Hou Wey Fook of DBS Bank.
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With the dollar peaking, and the chances of a US recession not low, global funds will want to allocate more to emerging markets. India should be at the top of their list.
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If it does return, IT and Banks will be at the top or close to the top of the list Credit Suisse will be telling people to buy into, says the investment bank's Head of Equity Strategy for the Asia Pacific
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Indian consumers may not have to bear the brunt of increasing energy prices, judging from what governments elsewhere are doing to prevent demand destruction.
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Adrian Mowat says there is still more upside in energy stocks and expects financials to do well. "Weakness in Indian financials is overdone," he said
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We are at an inflection point, not only from the COVID-induced bull market of 2020-2021, but also from the neo-liberal world order (aka Washington Consensus) to a new world order that is as of yet not defined.
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The year 2022 is going to be a very interesting year, volatile year and dynamic year from the trading perspective, says McGuire.
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Samir Arora believes 2022 is going to be a tough year to make money and overhang from the LIC IPO will impact the Indian market.
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'The pace of earnings upgrade is likely to slow down in 2022 after a strong show on this front over the last 12 months'
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India’s premium to global equities has come off a decadal high in September, but is still not at an attractive level, says Mishra
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With structural improvement in the economic growth and improving quality of earnings growth, market should hopefully mirror the same going forward, says Janakiraman.
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While it's true smaller companies have outperformed large ones over the past year, on a five year view they have still underperformed the large caps by 15 percent.
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One of the key learnings from COVID is not to be complacent and let our guards down at any time. This is true in the context of the pandemic and also in the context of investing, says the founder & CIO at Bay Capital.
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"IT is something we see as a multi-year positive theme, because COVID has moved those companies' clients to an even more digital environment," said Mark Matthews of Bank Julius Baer.
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Chris Wood believes the lockdown hurt India more than the virus did, even though it was sensible to impose lockdown in certain places.
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On the positive side, we could also see some new opportunities emerging out of this crisis (like one has seen with every crisis) and those could drive the recovery.
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Hugh Young feels the market tends to be swinging from being a very risk aversion thinking the end of world.
