John Paul Smith

Considering John-Paul Smith, Global Emerging Market Equity Strategist, DB is a dollar-based investor, 2013 was a bad year in the Indian market. He expects the same volatility to continue in 2014 on the back of elections and also the structural problems plaguing the corporate sector in India.

Rate cuts will be key trigger for market, says BoAML

According to Jyotivardhan Jaipuria of Bank of America Merrill Lynch, rate cuts rather than results will be the key trigger for markets. He expects further downgrades to FY14 Sensex EPS to Rs 1260, an 8 percent earnings growth.

Oil price fall key mid-term driver for India: Deutsche Bk

John-Paul Smith, Global EM Equity Strategist, Deutsche Bank believes that the uncertainty surrounding Greece and Spain will not be resolved quickly and will continue to produce volatility in the market.

Bearish investor position led to global rally: Deutsche Bk

Over the past few days global markets have seen a rally and John-Paul Smith, Global EM Equity Strategist at Deutsche Bank feels the rally is mainly due to bearish investor positioning. He believes, the European rally has been triggered by short covering.

Deutsche Bank overweight India

John-Paul Smith, Deutsche Bank said they had been underweight Emerging Markets and continued to maintain that position. But they were overweight India, which is a major beneficiary of lower oil prices.

Don't see major recovery in global mkts in H2: Deutsche Bk

The global markets are keenly watching the Greece election results on June 17. John-Paul Smith, global EM equity strategist of Deutsche Bank says, Greece will attempt to remain in Euro, even if Leftists win. He doesn‘t expect to see a dramatic recovery in global equities in H2.

Neutral on India, rally led by global market: Deutsche Bank

John Paul Smith, global emerging market equity strategist at Deutsche Bank holds a neutral on India as compared to the rest of the emerging markets.

Indian equities look cheap, says John Paul Smith

Indian equities look cheap relative to their own history and to the rest of the Emerging Markets, says John Paul Smith, Deutsche Bank.

Low growth in Europe may severely hit EMs: Deutsche Bank

John-Paul Smith, global emerging market equity strategist, Deutsche Bank expects European summit and the G20 meeting to be held in November to announce some relatively joyful resolution for Europe.

US to outperform most EMs in medium-term: Deutsche Bank

Deutsche Bank’s global emerging markets equity strategist, John-Paul Smith feels that Indian market would do well if the commodity prices fall. He told CNBC-TV18 in an interview that the emerging markets (EMs) could be in a secular bear market in the relative terms and the US would outperform most EMs in the medium-term.

See major decline in commodity prices ahead: Deutsche Bank

The next phase of the unraveling of the carry trade may lead to major decline in commodity prices and increase signs of distress among EM corporates. This could result in further underperformance of equities.

India mkt performance cloudy in short-term: Deutsche Bank

John-Paul Smith, Global Emerging Market Equity Strategist at Deutsche Bank tells CNBC-TV18’s Mitali Mukherjee how he sees markets play out across the globe after news that Greece got its second bailout from European officials.

India may outperform towards 2011-end: Deutsche Bank

John-Paul Smith, Global EM Equity Strategist, Deutsche Bank in an interview with CNBC-TV18 gave his reading and outlook for the global and Indian markets.

Another crash likely if RBI hikes rate by 75 bps: Deutsche

Since January 2011 sell-offs in emerging markets have been huge. And if experts are to be believed, this is set to continue going forward. John-Paul Smith, global emerging market equity strategist of Deutsche Bank expects a 5-10% downside for these markets.