Jan Dehn

Investors are expecting a clean sweep by the BJP in the elections. Sanjiv Bhasin, Executive VP - Markets at IIFL is of the opinion that a BJP clean sweep or not, Nifty will touch a new high in the coming week.

See 10-15% returns on equities in 2017; like pvt banks: Ashmore

Speaking to CNBC-TV18 Jan Dehn of Ashmore said though the execution of demonetisation hasn‘t been as smooth as expected, this is a temporary aberration. “The Indian economy will come out of it without any lasting damage and come out in a stronger place; the underlying fundamentals will remain solid.”

US market moves not in sync with economic fundamentals: Jan Dehn

The biggest worry now for the US market is that the price action and underlying fundamentals are getting a bit out of line with one another, says Jan Dehn of Ashmore Investment Management in an interview to CNBC-TV18.

Positive economic trend justifies Fed hike of 50 bps: Lakefield

Jan Dehn, Head, Research at Ashmore Investment Management says there is a big risk of inflation in the country; especially due US President-elect Donald Trump's policies which pose inflation risks.

End of a correction & not beginning of a new one: Gujral

Ashwani Gujral said that this is the end of a correction, not the beginning of a new one and people should use this fall to buy.

See Nifty @9400; developed mkts seem like freak shows: Ashmore

Speaking to CNBC-TV18 Jan Dehn of Ashmore Investment Management said that the NPL of public sector banks is a big problem. He also spoke about global jitters saying that there are multiple global threats. Development economies are looking like freak shows, he said, adding that asset price valuations are distorted there.

India needs reforms like GST to justify valuations: Ashmore

Speaking to CNBC-TV18 on the ongoing GST vote, Jan Dehn of Ashmore Investment Management said it will be significantly important particularly for long term institutional investors as they like to see reform and this is probably the most profound tax reform India could do.

Brexit won't impact rest of the world: Ashmore Investment

Speaking to CNBC-TV18, Jan Dehn, Head of Research, Ashmore Investment Management, said that the rally in the global markets will continue for a while. There are a combination of pleasant factors aiding the rally, he said.

India growth story solid, expect flows to come in: Ashmore

From a global perspective, Jan Dehn, Head-Research, Ashmore Investment Management thinks the deeply entrenched negative sentiment about the US economy is driving sentiment at the moment

Fed may not hike rates this yr, infact may have to cut: Ashmore

Jan Dehn, head of research, Ashmore Investment Management, says it is possible that the Fed may not raise rates at all this year and may in fact go back to zero or even negative territory

ECB stimulus not enough; Fed may not be hawkish: Ashmore

Jan Dehn, head of research, Ashmore Investment Management, says the ECB‘s easing programme is a defense against high interest rates in the US

Like Chinese bonds, Indian stocks, says Ashmore's Jan Dehn

India's is a gradual investment-led recovery that is going to fuel a subsequent consumer-led recovery and that story is entirely intact, says Ashmore Investment's Jan Dehn.

China slowdown overplayed; India story intact: Ashmore

Not withstanding the improvement in the last few hours, the stock markets globally have been in the downtrend. Jan Dehn of Ashmore Investment Management finds two distinct factors causing this —one, growth issues in US and two, equity concerns in China.

AGREEKMENT: Wednesday and Yellen in focus, Grexit fears ebb

Jan Dehn of Ashmore Investment Management says once Greek manages to get the bridge financing, then by September we can expect establishment of the EU programme.

EMs to benefit from first Fed rate hike: Ashmore Invst Mgmt

The Fed is widely expected to hike rates for the first time in nine years in September. Ninety-two percent of the participants in CNBC's Fed Survey expect the central bank to begin raising rates this year,

Foolish to dump India now; want access to bond mkt: Ashmore

Speaking about the recent correction, Jan Dehn of Ashmore Investments said Indian equities have ran a lot which is why profit booking is keeping market down. In addition bottoming out crude prices and lack of clarity on MAT are chasing out FIIs from India.

Cut defensives, add banks; mkt to rise 10% in 1 yr: Ashmore

Jan Dehn Head-Research, Ashmore Investment Management is not perturbed by the intense sell-off in Indian equities. The Indian story is far from over, he tells CNBC-TV18 adding incremental government spending can add 10 percent to indices in one year.

EMs in for stronger 2014; see value in India: Ashmore

"There is considerable value in India particularly, if we also see resumption in reforms after the elections. That is a low hanging fruit in India that investors should take a closer look at," Jan Dehn of Ashmore said.

US mkts pricing in tapering delay: Ashmore

Ashmore Investment Management feels that there may be a short-term deal to end the impasse between the Republicans and Democrats going forward.

US govt shutdown bad sign, won't help EMs: Ashmore

According to Jan Dehn, the likelihood of shutdown in the US government is pretty high which will initially affect the market. However, the shutdown is unlikely to benefit the EMs going ahead.

Tapering may happen in Sept; see value in EMs: Ashmore

Jan Dehn of Ashmore Investment Management says that the US Federal Reserve may go ahead with its tapering plans in September this year.

Outlook for EMs seem wealthy at this point: Jan Dehn

Jan Dehn of Ashmore Investment Management believes that the outlook at this point looks very wealthy for emerging markets.

US markets due for correction; gold looks risky: Ashmore

Jan Dehn of Ashmore Investment Management thinks that the US stock markets are due for correction. He told CNBC-TV18 that now Europe has Outright Monetary Transactions (OMT) program or bond- buying program