From the side-lines of Network18's Rising India Summit, Latha Venkatesh caught up with Nobel Laureate and Economist Paul Krugman on a whole host of issues ranging from Trump, tariffs, China and India in the global context.
If you ask me what is the biggest risk to India in 2018, the single biggest risk is that we have regulatory overkill, said Ruchir Sharma of Morgan Stanley Investment Management at Rising India Summit.
There has been quite a bit of selling seen from foreign institutional investors (FIIs). In an interview with CNBC-TV18, Rick Lacaille, Chief Investment Officer at State Street Global Advisors shared his views and outlook on the same.
We go back to being a normal boring market rather than either a very bad market or a very good market, said Samir Arora, Founder & Fund Manager, Helios Capital.
In an interview to CNBC-TV18, Mark Matthews of Bank Julius Baer and James Glassman, Senior Economist at JPMorgan spoke at length about the strong jobs data in the US and the latest happenings in the global markets.
Outsourcing to Indian IT companies from the US will not be hit should there be a trade war, but a war for talent could be possible. That's the word from Peter Sondergaard, Executive VP- Research & Advisory of Gartner who says that Indian IT companies were well placed to compete in the global market in the war for talent.
For India, the current account deficit is within the comfort zone although it has widened and the GDP growth is heading towards 7.5-7.7 percent,
White House Chief Economic Advisor Gary Cohn has resigned from President Trump's Administration over the issue of import tariffs and in news from the Korean Peninsula- North Korea had said it was open to talks with the US on denuclearisation. In an interview to CNBC-TV18, Michael Every of Rabobank shared his views and outlook on the same.
The big story this morning remains the global landscape. White House Chief Economic Advisor Gary Cohn has resigned from President Trump's Administration over the issue of import tariffs. As well in news overnight, North Korea had said it was open to talks with the US on denuclearisation. In an interview with CNBC-TV18, Arvind Sanger, Managing Partner at Geosphere Capital Management shared his views and outlook on the same.
In an interview with CNBC-TV18, Marie Diron of Moody's Investors Service spoke about their view on the potential trade war.
President Donald Trump's decision to impose tariffs on steel and aluminium imports, sparked fears of a harmful global trade war. Kenneth Rogoff in an exclusive conversation with CNBC shared his views on what he makes of this and impact on the US economy.
In an interview to CNBC-TV18, Moshe Katri, MD at Wedbush Securities spoke about the IT stocks and the way forward for the sector.
In an interview with CNBC-TV18, Geoffrey Dennis, Head-Global Emerging Market Strategy at UBS and Ken Peng, Asia Pacific Invst Strategist at Citi Private Bank, gave 360 degree perspective on the tariff and the possibility of the trade war and the impact that it could have on a market like India.
According to Nilanjan Karfa of Jefferies, the PSU banks have faced many challenges – there has been reluctance by the government to infuse sufficient capital into them, they have been losing market share to private banks especially from the corporate sector.
Indian gross domestic product (GDP) has crossed the 7 percent growth mark after a year and a recent report by Cartica Cap maintains that India remains one of the best emerging markets (EMs) stories over the long-term. In an interview with CNBC-TV18, Teresa Barger, Co-Founder & CEO of Cartica Capital spoke about the same.
Federal Reserve Chairman Jerome Powell has downplayed the concerns over recent market volatility. In his first appearance before the US Congress, Powell has indicated that the fed plans to hike rates three times this year and may be inclined to a fourth. In an interview with CNBC-TV18, Geoff Lewis, Global Strategist - Capital Markets Group at Manulife AMC shared his views and thoughts on the same.
In an interview with CNBC-TV18, Ireena Vittal, Consumer Sector Expert and Former Partner, McKinsey spoke about her reading of the market and her outlook. She was speaking from the side-lines of the IIFL Enterprising India Conference.
In an interview Manishi Raychaudhri of BNP Paribas shared his views on the new global economic scenario of surging yields and higher than estimated Fed rate hikes.
In an interview to CNBC-TV18, Richard Harris, Chief Executive at Port Shelter Investment Management shared his views and readings on the Federal Open Market Committee (FOMC) minutes and emerging markets.
In an interview to CNBC-TV18, Jim Walker, Founder of Asianomics, from the sideline of the IIFL Enterprising India Conference, said that demographics in India are very strong.
India has underperformed global peers since the start of the year due to domestic issues like the big bank fraud etc., but what are global investors doing. In an interview to CNBC-TV18, Jonathan Schiessl of Ashburton shared his views and readings on India after the recent underperformance versus global peers.
In an interview with CNBC-TV18 Mark Mobius, Former Executive Chairman of Templeton Emerging Markets Group spoke about his reading of the market and his outlook.
Gupta expects Brent crude to be in the range of USD 55-60 a barrel for rest of 2018.
Investors have nothing to worry if interest rates rise in tandem with growth emerging markets (EMs) have nothing to fear.
US bond yields jumped on the back of stronger than expected inflation data. The consumer price index rose 0.5 percent in January compared to a Reuters poll of 0.3 percent. In an interview with CNBC-TV18, Richard Harris, Chief Executive at Port Shelter Investment Management shared his views on the same.