Talking about the rally seen in midcaps, he said, “Valuations were quite attractive especially in the smallcap area. Midcaps were always a bit better in terms of quality of earnings, as well as valuations. In terms of broader base, we are getting a sense that there has been a pick up and it’s visible."
Speaking to CNBC-TV18, Bill Maldonado, Chief Investment Officer-Asia Pacific and Global CIO-Equities at HSBC Global Asset Management, said the Modi government has a fantastic track record on reforms.
Speaking to CNBC-TV18, Dhiraj Sachdev said that the current market decline is a temporary window to make an entry and sees sustainable growth in the agrochemical sector despite temporary disruptions.
HSBC Global Asset Management is planning to launch retirement and pension fund in the country by early next year, a top company official said.
In an interview with CNBC-TV18, Pradhan, Chief Investment Officer, HSBC Global Asset Management says a macro-economic recovery is still some way off
There are significant redemptions in emerging market ETFs, says Tushar Pradhan of HSBC Global Asset Management. He advises investors to reduce exposure to stocks having high risk during volatility.
Going ahead, Tushar Pradhan, CIO, HSBC Global Asset Management (India) feels NBFCs are well positioned to benefit from economic growth and sees enough value across the sector. He also says the 7th pay commission will be positive for the auto sector
The natural fallout of a Fed rate hike is a strong dollar, which in turn implies weaker currencies across emerging markets, says Tushar Pradhan, CIO of HSBC Global Asset Management (India)
While earnings visibility at the moment is low, it is only a matter of time and in the interim specific events — elections, US Federal Reserve rate hike, domestic interest rates — will drive the market, Tushar Pradhan, CIO of HSBC Global Asset Management (India) says.
In Mid caps, stock selection is important and needs to be governed by business sustainability, growth outlook, capital efficiency in addition to its relative valuation.
Finance Minister has done a fine job of prioritising the wish list based on the impact on growth and inflation
Investors expecting a big bang market friendly budget, should use current volatility as an entry point in equities. For those expecting delay in reforms and rate cuts, wait could be longer.
MF industry's assets under management hit a record high of Rs 9.58 lakh crore in August 2013 and have remained near Rs 9 lakh crore as the year draws to a close.
The market is unlikely to fall significantly even if the Budget disappoints, says Dhiraj Sachdev, Vice President & Fund Manager, HSBC Global Asset Management.
Dhiraj Sachdev of HSBC Global Asset Management is underweight on FMCG space.
Global stocks have been rallying in recent weeks, climbing a "wall of worry" and confounding the bears, leading a number of strategists to warn the gains are unlikely to last and investors should remain cautious.
With the Greek referendum coming into picture and being scrapped within the same week, Philip Poole, the global head of macro and investment strategy at HSBC Global Asset Management expects choppy trade to continue.
It would be nice to think that with the euro zone having come up with a plan to tackle its debt crisis, investors could focus in the coming week on more than another meeting of global leaders.
Philip Poole, Global Head – Emerging Markets at HSBC Global Asset Management tells CNBC-TV18 there are no quick silver bullets which can fix Europe's problems.
In an interview with CNBC-TV18, Philip Poole of HSBC Global Asset Management, spoke about his reading of the global equity market and his outlook.
Philip Poole of HSBC Global Asset Management says that in the short-term, there are downside risks to the markets visible, though a few emerging markets, including India is starting to look attractive, valuation-wise.
HSBC Global Asset Management is launching HSBC Brazil fund. In an interview with CNBC-TV18’s Udayan Mukherjee, Pedros Bastos, regional head, HSBC Global Asset Management says, it works as a natural hedge for Indian investors.
India, a market highly dependent on its global counterparts, is currently trading at 14 times one-year forward multiple, says HSBC Global Asset Management’s investment director Sanjiv Duggal.
Experts are maintaining a bearish outlook on Indian market as it is going signs of weakness. However, some feel that Indian markets have steam left to sustain long term bruises.