Finaport

Hans Goetti, chief investment officer, Finaport is long-term bullish on gold and says a rally in oil would be welcome.

Prefer China over India; early tapering unlikely: Finaport

Hans Goetti of Finaport says India will hold up well as long as QE continues. Domestic oriented sectors in India look most attractive, he adds.

Indian market to rally until tapering begins: Finaport

According to Hans Goetti of Finaport European markets are showing signs of recovery and have cheap valuations. He is bullish both on Asian as well as European equities.

Tapering most likely in March now; jobs data eyed: Finaport

On the expectation of the Fed tapering, Hans Goetti, chief investment officer, Finaport, says that the easing of the bond buying program will now, in all probability happen in March.

EMs factored in QE fears; rupee stability needed: Finaport

In an interview to CNBC-TV18, Hans Goetti, CIO of Finaport speaks about his outlook for the Indian market. The bourse has taken a beating with the Nify falling below 5400 level.

EMs fundamentals weak; overweight on US, Japan: Finaport

Fundamentals of most economies including emerging markets are not favourable at this point but if tapering is delayed to the end of this year, or start of 2014, it would be slightly positive for EMs from money flow perspective, believes Hans Goetti.

Japanese mkt to see maximum upside; $ will rise: Finaport

Finaport is confident that Japanese market will see the maximum upside in the near-term. He, however expects yen to weaken.

Global market rally: How long will it continue?

Hans Goetti, Finaport too wonders whether the fundamentals justify this rally. He clearly attributes the current stock market rally seen across global markets, to money printing or the massive quantitative easing by central banks all over.

Mkt nervous ahead of US poll; may move higher ahead: Goetti

Hans Goetti of Finaport is of the view that global equities are relatively nervous ahead of the US polls. He expects Obama to retain his position but, believes there could also be a surprise. Goetti feels global equities might move higher over the next few weeks and months into the year end.

QE3 on cards; bet on gold, silver: Finaport

The global markets are keenly watching Federal Reserve‘s meet on September 13. In an interview to CNBC-TV18, Hans Goetti, Finaport says quantitative easing-3 (QE3) is on the cards.

Park your money in financials: Hans Goetti

Hans Goetti of Finaport says despite a host of negatives like fears of drought, negative impact on growth due to power outages, wobbly political scene at the Centre, slowdown in consumption etc, Indian equity market had held steady.

See risk-on trade in India; gains to be capped: Finaport

Hans Goetti, chief investment officer of Finaport, believes the Indian market will experience a phase on risk-on trade for the short-term.

QE3 might be necessary; US economy slowing down: Finaport

Thursday's announcements from the ECB and BOE, and bond auctions in Spain are expected to take center stage before Friday's US non-farm payrolls data. Hans Goetti, CIO of Finaport says the US payroll numbers are politically sensitive.

Hope to see roadmap for fiscal, political union: Finaport

Hans Goetti of Finaport hopes that European leaders will lay out a roadmap for fiscal and political union for the eurozone this summit.

Fed to maintain neutral tone in FOMC meet: Hans Goetti

With the all important FOMC meeting around the corner, Hans Goetti of Finaport believes that the Federal Reserve will soften its tone and may not come up with another liquidity program.

Expect QE3 before expiry of Operation Twist: Finaport

Hans Goetti of Finaport says that the third round of quantitative easing can be expected before the Operation Twist expires on June 30.

Global markets overbought; ready for pullback: Finaport

For the near-term, Hans Goetti of Finaport believes that equity markets are in a risk off mode.

Expect EMs to outperform developed mkts ahead: Finaport

India is relatively well positioned within Asia from a valuation and sentiment perspective to benefit from this rally. He expects India to outperform other Asian markets for the year.

Global markets dependent on central bank policies: Finaport

Hans Goetti, CIO Asia, Finaport tells CNBC-TV18 that while he doesn't expect Greece to default; the chances that it will are quite high.

India might be the contrarian call of 2012: Finaport

India might be the contrarian call of 2012, says Hans Goetti, CIO Asia, Finaport. "Valuations are actually rather cheap compared to historical standards," he adds.

Not expecting any quick fix from EU summit, says Finaport

In an interview with CNBC-TV18, Hans Goetti, CIO Asia of Finaport spoke about his reading of the European summit and his outlook.

US may outshine Europe, Asia; India lacklustre: Finaport

In an interview with CNBC-TV18, Hans Goetti, CIO-Asia of Finaport says developed markets are where he is looking at parking his money.

See increase in recession risk, put money in gold: Finaport

In terms of the global economic health, Hans Goetti, chief investment officer Asia of Finaport believes that recession risks have increased considerably mainly due to concerns in the European banking system. Thereore, his advice is to invest in gold.

US eco will continue to dwindle in second half: Finaport

Hans Goetti, chief information officer (CIO) of Asia at Finaport told CNBC-TV18 that the markets are not trading with a hope of third quantitative easing programme (QE3). According to him, quantitative easing drives investors into the risk of trade and riskier assets.

QE3 will lead to increased flows in India: Hans Goetti

Hans Goetti, CIO (Asia), Finaport, in an interview with CNBC-TV18's Latha Venkatesh and Anuj Singhal said, the US economy is headed for another recession and therefore, the Fed will have certainly a third round of quantitative easing.