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Our preferred plays are ICICI Bank, L&T, Tata Motors, Power Grid, cement stocks, midcap property stocks and Infosys. We would avoid 2-wheelers and staples, says Mahesh Nandurkar, CLSA.
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For a fourth year, macro disappointment could cause a tradable correction in equities, says Gerard Minack, Morgan Stanley.
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Asian inflation could accelerate in 2014 as a potential rise in commodities could result in higher interest rates, says Eric Fishwick, CLSA.
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Gerard Minack of Morgan Stanley says, in an interview on CNBC-TV18, that it may be a good time to buy if global mkts dip on Cyprus worries: Morgan Stanley
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According to Rakesh Arora of Macquarie, markets seem tepid and jittery, but hopeful of a positive outcome from the upcoming Budget session.
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Gautam Shah of JM Financial said they expected bullish activity to pick up sometime this week. "5800-5830 is a strong support area and even if an adverse global event plays out, the Nifty is unlikely to fall below 5750," he added.
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Bhuvnesh Singh of Barclays said they were Overweight on consumer staples & healthcare and Underweight on financials.
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Gerard Minack, Morgan Stanley, says that I think that the Fed at the September FOMC will extend its promise to keep short rates low and we don't expect a quantitative easing at the September FOMC.
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Gerard Minack, Global Cross Asset Strategist of Morgan Stanley believes although, the ECB has tools to moderate the sense of crisis in European markets, Draghi faces certain legal and political restrictions which may prevent him from being very agressive.
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US 10-year Treasury yields will hit 1% by the end of the year, as the so-called "fiscal cliff" has investors running to the safety of government debt, several market watchers told CNBC on Monday.
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The market is trading on nothing but "hopes and prayers" and this week`s bounce-back in equities will most likely be short-lived, analysts say.
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Investors are looking ahead to key global cues this week that could help ease the euro zones debt crisis and help global markets rally a bit as they search for the right catalyst. But which key event or events can push markets higher again?
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Gerard Minack of Morgan Stanley is skeptical that US growth can accelerate, and says, uncertainty remains high on China. High oil prices are already a risk to growth and the crisis in Europe is far from over, he adds.
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The perceived success of the ECB's LTRO operation in reducing tail risks, at least in the near-term, means that QE in Europe is unlikely this year, says Gerard Minack of Morgan Stanley.
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Given the current state of investor sentiment, the potential risks in Europe and the move in valuations, the upside looks limited from here on with risks still skewed to the downside, says Gerard Minack, Morgan Stanley.
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Markets could continue to grind higher in the near-term if investors add risk, growth data holds up and Europe's sovereign risk stays contained, says Gerard Minack of Morgan Stanley.
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Laurence Balanco of CLSA expects the Nifty to be in the old consolidation range between 4725-5167 in the coming weeks
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Sanjeev Prasad of Kotak Institutional Equities believes that the Govt may need to resort to desperate tactics to shore up revenues in H2.
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Last week, global markets witnessed spectacular spike. However, the rally was short-lived. Gerard Minack, global head of economics of Morgan Stanley says, he expected the recent equity rally to falter. He now expects equities to break 2011 lows over the next six months.
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The global markets are focusing on Fed Chairman Ben Bernanke's speech at Jackson Hole this Friday. In an interview to CNBC-TV18, Gerard Minack, global market strategist of Morgan Stanley said, investors are setting themselves up for some disappointment.
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Gerard Minack of Morgan Stanley said the policy makers are running out of options and that is why there is a sense of panic in the developed markets at the moment.
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From the sidelines of the Morgan Stanley 13th Annual India Summit, Jonathan Garner who heads emerging markets and Gerard Minack who heads developed markets at Morgan Stanley, spoke to CNBC-TV18 about their views on global markets and investor sentiment across the globe.
