Hartmut Issel

India is likely to see healthy earnings growth. But he says that he wouldn‘t be surprised if Indian markets take a breather for a while.

Earnings, liquidity driving rally in EMs; more upside seen: UBS

The Bank of Japan, says Issel, is in a difficult position now, as he thinks it has no choice but to ease rates. This is due to the record stimulus package of USD 265 billion announced yesterday by the Japanese government.

Bank of England may cut interest rate by 25 bps: UBS

The central bank may cut rate by 25 bps today and another 25 bps by the end of this year to save the economy from running into recession, says Hartmut Issel of UBS.

Brexit a bigger worry than Fed; like Indian pvt banks: UBS

US Fed is unlikely to hike rates in June or July and the commentary by Fed Chair Janet Yellen will be non-committal, says Hartmut Issel, Head-APAC Equity & Credit, UBS.

Fed hike likely in September; India to outperform other EMs: UBS

India will outperform other emerging markets purely on back of good pick up seen in earnings this quarter, said Hartmut Issel, Head Equity & Credit APAC, CIO WM, UBS.

Macro economic data points to yen weakening:UBS

In view of the decisions taken by the BoJ on holding off stimulus and keeping rates unchanged, UBS' Hartmut Issel feels this may lead to a rate hike by the US Federal Reserve by September.

Fed rate hike likely in Sept; underweight on EMs: UBS

With a 10 percent recovery in the Indian equity market, there has been a visible improvement in the past few weeks, which may not continue in the same pace, says Hartmut Issel Head Equity & Credit APAC, UBS.

See ECB cutting deposit rates by 10 bps, increasing QE: Experts

There is a likelihood of ECB cutting deposit rates by 10 basis points and increasing quantitative easing by another 10-20 billion euros, says Hartmut Issel of UBS.

Don't rush into buying gold, sentiment could turn: UBS

Hartmut Issel, Head Equity & Credit APAC, Chief Investment Office WM, UBS speaking about the turmoil seen in global markets said he is not sure if the market is reading all the fundamentals rightly.

'Maybe we have been spoilt from quantitative easing'

Hartmut Issel, Head - APAC Equity & Credit, UBS, terms the ongoing market correction as "not unusual" and reflects on where he thinks valuations are for markets.

As China cracks again, here's why you shouldn't panic

Asian markets, including India's, are trading sharply lower this morning following a crack in Chinese equities, where trading had to be halted.

ECB decision to help DMs, EMs rally on; OW India: UBS

According to Hartmut Issel, UBS, this ECB-led rally has further leg to go and will benefit both the developed as well as emerging markets at least in the short-term.

Within reach of financial crisis but not time to sell: UBS

According to Hartmut Issel of UBS strategically, India has held up quite well among other emerging markets, although it was not spared from the global turmoil.

Like India among EMs; global mkts to end year in green: UBS

Hartmut Issel, Head Equity & Credit APAC; Chief Investment Office at UBS, dismisses talks of a global meltdown, arguing that most countries are doing relatively well.

Bearish emerging markets; India better off on macros: UBS

Hartmut Issel of UBS prefers developing markets to emerging markets at this point, though he feels today's sell-off may have been overdone

Yuan correction minor, impact on India negligible: UBS

In an interview to CNBC-TV18, Hartmut Issel, Head-APAC Equity and Credit at UBS talks about the Yuan devaluation and its impact on India.

India favourite; continue to remain bullish on Europe: UBS

Hartmut Issel of UBS says European economies are seeing fairly good momentum recovery, as well as good recovery on the earnings front.

Overweight India; see rupee at 67/$ in 12 months: UBS

Hartmut Issel, head-APAC equity and credit at UBS sees the first Fed rate hike in September, followed by another 25 basis points hike in December.

Low oil hit corporate profits; recovery underway: UBS

About half of the earnings downgrades are because of oil, says Hartmut Issel, Head of Equity & Credit for Asia Pacific at UBS. He says oil prices have since moved up and expects that to firm up a bit more resulting in wiping out downgrades and resurrection of India story.

Positive on India, thanks to earnings, reforms speed: UBS

The Indian equity market looks like “on the best investments in Asia” right now and UBS is overweight the country, according to Hartmut Issel, the firm‘s Head Equity & Credit for Asia Pacific and Chief Investment Officer for Wealth Management.