The one thing they like about investing in India is the prudent manner in which the economy has been managed by the government and the RBI, said Bill Maldonado of HSBC Global AMC.
From the Budget 2018, the expectation is that government will focus on fiscal deficit, revenue enhancement, said Tushar Pradhan, CIO, HSBC Global Asset Management (India).
It won't be appropriate to say that this market rally is just a liquidity driven one, says Tushar Prashan of HSBC Global AMC.
It is the right time to invest in the Indian equity market but one must have a patient two-year outlook going forward, says Tushar Pradhan, CIO, HSBC Global AMC, India in an interview with CNBC-TV18.
Philip Poole, Global Head of Macro and Investment Strategy, HSBC Global explains that RBI had not choice but to tighten money supply due to currency pressure. He suggests that foreign investors would focus more on bond market than equity following higher yields and weak currency.
Sanjiv Duggal, Investment Director-India Equities at HSBC Global AMC believes people were probably expecting much more from the Budget. However, he feels the Budget was quite up to the mark.