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Trump tariff may cut GDP growth forecast by 25 bps, reduce Nifty earnings by 2–3%, says LGT’s Stefan Hofer
Daily Voice: Fed to implement 100 bps interest rate cuts by 2026, to bolster US economy, says DBS Bank
Daily Voice: Two Fed cuts likely in 2025; India set to lead global growth in FY26, says LGT’s Hofer
Daily Voice: India equities favourably priced, earnings upgrade cycle to start in next one or two quarters, says LGT's Stefan Hofer
FII View: Trump tariff on India relatively high but pharma exemption a relief, says LGT's Stefan Hofer
Daily Voice: This chief investment officer explains why he is bullish on gold prices that hit a new high
Daily Voice | DBS Bank's CIO picks 4 Indian 'sectoral jewels' for 2024
Daily Voice | Delayed impact of higher rates a bigger risk than geopolitics, says Mark Matthews of Julius Baer
Daily Voice | Fed to keep rates on hold until recessionary signals emerge: DBS Bank's investment officer
Daily Voice | This research head sees global funds rushing in for Indian equities in 2023
Credit Suisse will look for opportunities to come back to India but valuations and oil prices will play a crucial role in that decision: Dan Fineman
Markets likely to remain volatile amid uncertainty on Russia-Ukraine conflict, energy prices: Neelkanth Mishra, Credit Suisse
We're in a bear market globally post-correction in larger stocks, says Adrian Mowat
Daily Voice | I am most worried that US Fed could raise rates 6 times over next 12 months, says Mark Matthews of Julius Baer
MC Interview | Sell-off may continue in short to medium term; 2022 will be a dynamic year: Peter McGuire of XM Australia
Traditional, safer companies better than new-age IPOs: Helios Capital’s Samir Arora
Daily Voice | India's premium to emerging markets likely to sustain for now, says Nitin Sharma of Fidelity International
Daily Voice | Monetary policy normalisation, disinvestment, 5G auction could be market catalysts next year: Neelkanth Mishra of Credit Suisse
DAILY VOICE | Inflation, delay in vaccination, tapering by US Fed key risks for Indian market: Janakiraman R of Franklin Templeton
Expect New Economy opportunities to appear in the stock market as economy digitalises: Mark Matthews of Julius Baer
DAILY VOICE | Despite COVID headwinds, India's long-term growth story remains intact: Siddharth Mehta of Bay Capital
DAILY VOICE | Mark Matthews of Julius Baer says some pull-back in Indian equity likely, but don't expect 10-15% sell-off
Chris Wood: Weak growth, NPA cycle big risks for India; extremely bullish on gold
Do not expect major freebies; new opportunities could drive recovery: BNP Paribas MF
Recovery is going to be relatively slower and not V-shaped: Hugh Young

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Fii View

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

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

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

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

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

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

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

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

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

Daily Voice | This research head sees global funds rushing in for Indian equities in 2023

Credit Suisse will look for opportunities to come back to India but valuations and oil prices will play a crucial role in that decision: Dan Fineman

Markets likely to remain volatile amid uncertainty on Russia-Ukraine conflict, energy prices: Neelkanth Mishra, Credit Suisse

We're in a bear market globally post-correction in larger stocks, says Adrian Mowat

Daily Voice | I am most worried that US Fed could raise rates 6 times over next 12 months, says Mark Matthews of Julius Baer

MC Interview | Sell-off may continue in short to medium term; 2022 will be a dynamic year: Peter McGuire of XM Australia

Traditional, safer companies better than new-age IPOs: Helios Capital’s Samir Arora

Daily Voice | India's premium to emerging markets likely to sustain for now, says Nitin Sharma of Fidelity International

Daily Voice | Monetary policy normalisation, disinvestment, 5G auction could be market catalysts next year: Neelkanth Mishra of Credit Suisse

DAILY VOICE | Inflation, delay in vaccination, tapering by US Fed key risks for Indian market: Janakiraman R of Franklin Templeton

Expect New Economy opportunities to appear in the stock market as economy digitalises: Mark Matthews of Julius Baer

DAILY VOICE | Despite COVID headwinds, India's long-term growth story remains intact: Siddharth Mehta of Bay Capital

DAILY VOICE | Mark Matthews of Julius Baer says some pull-back in Indian equity likely, but don't expect 10-15% sell-off

Chris Wood: Weak growth, NPA cycle big risks for India; extremely bullish on gold

Do not expect major freebies; new opportunities could drive recovery: BNP Paribas MF

Recovery is going to be relatively slower and not V-shaped: Hugh Young