Geoffrey Dennis

Markets are 70-80 percent sure of a US Fed rate hike in December, Geoffrey Dennis, Head-Global Emerging Market Strategy at UBS told CNBC-TV18.

India is the best growth story amongst emerging markets currently: UBS

In an interview to CNBC-TV18, Geoffrey Dennis, Head of Global Emerging Market Strategy at UBS & Richard Harris, Chief Executive at Port Shelter Investment Management shared their views and outlook on global markets and geopolitical tensions.

Overweight on India amongst global emerging market portfolio: UBS

Market is in a modest consolidation phase, but I do not expect a major correction, said Geoffrey Dennis, Head-Global Emerging Market Strategy at UBS in an interview to CNBC-TV18.

US market fully priced; US outperforming EMs unlikely: UBS

Mark Matthews of Bank Julius Baer is positive on India. A strong base effect coming from commodities and the banking space is the reason for his optimism.

Budget 2017: Indian mkt looks interesting; RBI rate cut likely, says UBS

In an interview with CNBC-TV18, Geoffrey Dennis said that the Nifty was fairly valued at about 16.5 times next year earnings but added that if the demonetisation-induced slowdown eases and India goes back to 8 percent growth next year, the market looks "interesting" to foreign investors.

A rate cut isn't something India needs now: Edward Teather

CNBC-TV18‘s Latha Venkatesh caught up with Gautam Chhaochharia, Geoffrey Dennis & Edward Teather of UBS from the sidelines of the UBS conference. They spoke on topics ranging from India‘s demonetisation drive to US presidency.

If Trump wins, India may outperform within down mkts: UBS

In conversation with CNBC-TV18, Geoffrey Dennis, UBS, said it is still unclear what the outcome of the US polls will be. The market has seen a sharp delcine in the futures. Teresa Barger of Cartica Capital said it could be bad for the equities.

Do not expect any correction in Indian market anytime soon: UBS

India has historically done well when the Fed stays on hold, says Geoffrey Dennis of UBS.

'Investors chasing EM yields in low-rate environment'

The rally in global equities that has taken since the Brexit vote is largely driven by investors who are chasing yields in a low-rate environment, says Geoffrey Dennis, Head of Global Emerging Market Strategy at UBS.

Emerging markets could move down 10% on a leave vote: UBS

We feel a leave vote will hit the UK, whereas a remain vote might not create a better environment, said Geoffrey Dennis of UBS.

Global sell-off a passing phase, rally to resume later: UBS

This risk off sentiment across the global market is just a passing phase and the rally will resume later this year, says Geoffrey Dennis of UBS.

See 75 bps rate cut by March 2017; outflows likely: UBS

Geoffrey Dennis, Head-Global Emerging Market Strategy at UBS, says there are concerns about the government meeting its reform targets.

Indian market to see 10-15% upside by 2015-end: UBS

Geoffrey Dennis, Head-Global Emerging Market Strategy at UBS, remains invested in emerging markets and feels the India story stays intact in long-term. However, he sees some profit-taking.

Overweight India, China; will buy after dollar settles: UBS

According to Geoffrey Dennis, of UBS, there will be a buying opportunity in emerging markets as currently, valuations are not expensive. He does not expect a long-term correction in the markets.

Weekly wrap: Fed saves blushes for Nifty, Sensex; broader markets mixed

A sell off by FIIs was somewhat offset by domestic buying amid reversal of trend as US Fed said it would be ‘patient‘ with interest rate hike

Global sell-off over for now; India best placed EM: UBS

Markets currently offer a good medium term buying opportunity, and while it is tough to call a bottom, Dennis says he would certainly not take a bearish view

Don't expect rate cut in Dec policy: UBS

CNBC-TV18‘s Latha Venkatesh and Anuj Singhal talks to Gautam Chhaochharia, Geoffrey Dennis and Edward Teather of UBS from the sidelines of the 10th Annual UBS India Conference.

Neutral on India; global growth on track: UBS

Geoffrey Dennis of UBS says even emerging markets saw significant correction and from a fundamental point of view, it makes more sense to look for buying opportunities.

Time to go short? Market eagerly awaits elusive correction

The Sensex and Nifty fell for the third consecutive session Thursday as investors are worried of an earlier-than-expected interest rate hike in the US, which in turn could shift global capital flows away from emerging markets in the short term.

Fed rate hike to trigger 5-7% correction in EMs: UBS

Geoffrey Dennis of UBS feels, the outperformance of the Indian market may be coming to an end but does not expect it to underperform going ahead. At present the house is neutral on India.

US yeilds may rise to 3.25 percent: UBS

Geoffrey Dennis of UBS continues to expect US yields to rise to 3.25% and a broad dollar rally to €1.25 by year-end.

Euro to stay in recession till 2014; upbeat on US mkt: Citi

European markets have been through a rough patch of late and Geoffrey Dennis, MD of Citi believes it is likely to stay in recession till 2014 with negative growth. He also expects more monetary stimulus from the European Central Bank (ECB) including further interest rate cuts.

Tackling US fiscal cliff key for equities, says Citi

Obama's re-election as the president of the United States was a likely outcome and therefore, the nature of politics is not expected to change, said Geoffrey Dennis, MD & Global EM Strategist at Citi. According to him, it is now important to watch how both parties tackle the problem of the fiscal cliff.

Upgraded India to neutral from underweight: Citigroup

Geoffrey Dennis of Citigroup said they have upgraded India to neutral from Underweight on back of sudden spurt of structural reform initiatives from the government.

Bernanke likely to announce QE3: Citi

Geoffrey Dennis, managing director and Global EM Strategist, Citi is hopeful of FOMC cheering the markets with another round of QE this week since the recently announced US employment data was subdued.