Fii View

Daily Voice: 'Continuity, discipline' and why FIIs are still on the fence

A credible path for fiscal consolidation, alongside targeted social spending, would reinforce macro stability and investor confidence, said Ross Maxwell.

Daily Voice: Fed’s 2026 successor likely to stay dovish, push early rate cuts, says LGT’s Hofer

The big wildcard for 2026 is whether the war in Europe can end, delivering a major peace dividend for markets, said Stefan Hofer.

Daily Voice: LGT's Stefan Hofer expects India–US trade deal before Christmas, sees sharp fall in US tariffs on Indian exports

Following another cut in the federal funds rate, Stefan Hofer believes the Federal Reserve could move again in December with an additional rate cut—especially if lower tariffs help ease inflationary pressures.

Daily Voice: LGT’s Stefan Hofer predicts more dovish US Fed, confident in India’s strong medium-term economic growth outlook

Important structural reforms and the ongoing infrastructure boom reinforce belief that India can deliver real GDP growth of +6.5% over the coming years, says LGT’s Stefan Hofer.

Trump tariff may cut GDP growth forecast by 25 bps, reduce Nifty earnings by 2–3%, says LGT’s Stefan Hofer

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.

Daily Voice: Fed to implement 100 bps interest rate cuts by 2026, to bolster US economy, says DBS Bank

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.

Daily Voice: Two Fed cuts likely in 2025; India set to lead global growth in FY26, says LGT’s Hofer

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.

Daily Voice: India equities favourably priced, earnings upgrade cycle to start in next one or two quarters, says LGT's Stefan Hofer

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.

FII View: Trump tariff on India relatively high but pharma exemption a relief, says LGT's Stefan Hofer

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.

Daily Voice: This chief investment officer explains why he is bullish on gold prices that hit a new high

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.

Daily Voice | DBS Bank's CIO picks 4 Indian 'sectoral jewels' for 2024

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

Daily Voice | Delayed impact of higher rates a bigger risk than geopolitics, says Mark Matthews of Julius Baer

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.

Daily Voice | Fed to keep rates on hold until recessionary signals emerge: DBS Bank's investment officer

Inflation concerns in India will likely persist for the rest of the calendar year, says Hou Wey Fook of DBS Bank.