Geosphere Capital Management

Sharing his thoughts on the downward trend in the market due to the escalating Russia-Ukraine tensions, Arvind Sanger feels that it would be unusual for the market to “bottom out so soon under present circumstances”

Positive global cues & subdued inflation look positive for Indian market: Arvind Sanger

In an interview to CNBC-TV18, Arvind Sanger, Managing Partner, Geosphere Capital Management spoke about his reading of the market and his outlook.

Trouble in Syria: How should you approach Nifty now? 'Invest only below 9,000'

In an interview to CNBC-TV18, Arvind Sanger, Managing Partner of Geosphere Capital Management shared his readings and outlook on how to approach the market.

Cautiously positive on Reliance Ind; like some NBFCs: Geosphere

He is positive on the local market. He said it is currently a part of a 'globally optimistic rally'.

Trump may weigh on stocks but earnings may surprise: Sanger

However, there are two reasons why Indian markets could do well: the economy could bounce back from demonetisation-induced slowdown and the Budget and GST rollout may be positive triggers, says Arvind Sanger, Managing Partner, Geosphere Capital Management.

US Fed to be hawkish; RBI may cut rates: Geosphere

Speaking to CNBC-TV18 Arvind Sanger of Geosphere Capital Management said that demonetisation has been carried out in socialist economies like the North Korea and former Soviet Union in the past.

Govt's decision to demonetise a retrograde move: Arvind Sanger

In conversation with CNBC-TV18, Arvind Sanger, Geosphere Capital Management, said government's decision to demonetise Rs 1,000 and Rs 500 notes is a retrograde move.

Sanger's question: Will Tatas return to paternalistic growth?

Arvind Sanger of Geosphere Capital Management says the big focus should be now on return on assets and getting rid of underperforming assets at the Tata Group. He was referring to the turmoil that is underway in the over 15-decade-old company after Cyrus Mistry was ousted as Tata Sons‘ Chairman.

IT growth story to be more choppy, less robust: Geosphere Cap

IT sector will continue to face headwinds from the US Presidential candidates Donald Trump and Hillary Clinton. The sector is unlikely to throw up big surprises, said Arvind Sanger, Managing Partner, Geosphere Capital Management.

India insulated from Brexit but IT, auto may get hit: Geosphere

The political risks emerging from the EU will spill over to parts of developed markets, says Arvind Sanger founded Geosphere Capital Management.

Budget 2016: Will watch out for fiscal consolidation, says Arvind Sanger

Speaking to CNBC-TV18, Arvind Sanger, Founder & Managing Partner at Geosphere Capital Management says a bold budget is needed for a sustainable market rally.

India staring at banking crisis; bankruptcy law crucial: Sanger

Arvind Sanger of Geosphere Capital Management says the woes of the banking sector need to be dealt with comprehensively. According to him, the bankruptcy law is crucial for banks to recover

'See crude @ $60 in H2 '16; cautiously optimistic on banks'

Arvind Sanger, managing partner at Geosphere Capital Management believes crude oil will be the best performing asset in 2016 and sees it moving up to at least USD 60 per barrel in the second half of calendar year 2016

'Don't see earnings recovery in Q3, Q4; mkt upside capped'

Saurabh Mukherje, CEO of institutional equities at Ambit Capital, rues about the fact that corporate earnings have been alluding the market for almost six quarters now, while Arvind Sanger of Geosphere Capital Management says there are worries that the BJP government may turn populist to gain voter confidence

Central banks infusing stimulus shows growth is slow: Pros

Arvind Sanger of Geosphere Capital Management believes that the measures from the Chinese central bank will lead to easing of the liquidity situation. But Viktor Shvets of Macquarie feels there will a contraction in liquidity from hereon.

Cautiously optimistic; soft CPI won't aid mkts: Sanger

Despite the positive macro cues (CPI and IIP), Arvind Sanger of Geosphere Capital Management believes it to be a bottom-up market. While this earnings season was better than the March quarter, it is still not up to the mark, he adds.

Short-term GST gain limited; need more govt spending:Sanger

"I think in a way the recent market volatility good because it puts more of an onus on Indian policy makers, not to just count on foreign money showing up without questions asked, but foreign money showing up with expectations," says Arvind Sanger of Geosphere Capital Management.

Union Budget 2015: Don't want it populist or rosy eco projection, says Sanger

In an interview to CNBC-TV18 Arvind Sanger, Managing Director, Geosphere says FM Arun Jaitley should do all that it can to revive India‘s growth.

Delhi outcome won't result in friendly Budget: Geospehere

According to Arvind Sanger, BJP should not make any populist noises now and it will be crucial to see how the government reacts to the AAP win in Delhi. Sanger is also expecting continued action by BJP in important ordinance issues.

Prefer State Bank of India, says Arvind Sanger

Arvind Sanger, managing partner of Geosphere Capital Management prefers State Bank of India.

Arvind Sanger optimistic on oil & gas sector

Arvind Sanger of Geosphere Capital Management is optimistic in the oil and gas sector. "This sector has a lot of hidden potential where the stocks not had a big move," he adds.

Taper in Jan-Feb; Nifty may hit 7000 near term: Geosphere

Arvind Sanger, Managing Partner, Geosphere Capital Management says the magnitude of victory for the BJP suggests receding fear of the emergence of a third front.

Worst of earnings not behind us; IT safe haven: Geosphere

Quarterly earnings, RBI moves and economic policies are likely to determine Indian market‘s moves going ahead, says Arvind Sanger of Geosphere Capital Management.

Expect 5800 on Nifty; Fed to go slow on tapering: Geosphere

Arvind Sanger, Geosphere Capital Management is of the opinion that the Fed will go slow on tapering because the US non-farm payroll was disappointing in terms of showing strong improvement in the labour market.

Even modest FII pullout will topple shaky mkt: Sanger

The only positive factor for the Indian economy has been the good monsoons. But even increased rural demand won‘t be sufficient to carry the entire economy and hence a 5 percent GDP growth looks rather optimistic