Christopher Palmer from Gartmore Investment Management, in an interview with CNBC-TV18’s Mitali Mukherjee, said that the investors can take a view towards a strong rally into the second half of the year if the wholesale inflation comes down and the central bank reacts to that data.
Christopher Palmer of Gartmore Investment Management tells CNBC-TV18 that he sees a gradual improvement for the rest of the year, on the back of robust earnings numbers. "We still see emerging markets rising inline with earnings growth which this year should be safely above 15%," he adds.
Christopher Palmer of Gartmore Investment Management tells CNBC-TV18 that global markets have priced in Moody's downgrade of Spain. "It hasn't really surprised bond markets," he says.