Moneycontrol PRO
HomeNewsJonathan garner

Jonathan Garner

Jump to
  • Fed rate irrelevant for markets, India unmissable for foreign investors, says Jonathan Garner, Morgan Stanley

    Chief equity strategist for Asia and Emerging Markets at Morgan Stanley says global markets will continue rise and India’s outperformance will continue.

  • Underweight on India but Overweight on Indian Financials: Morgan Stanley

    The firm is bullish on India's prospects in the long-term, as it sees the market deepening, providing opportunities in shifts towards a multipolar world

  • Global growth could slip below 3% if trade tensions escalate further: Jonathan Garner

    “We cut our view on emerging markets in May from overweight to neutral," Jonathan Garner of Morgan Stanley said.

  • We are excited about India, maintain overweight, says Morgan Stanley's Garner

    India has a very clear reform agenda to address long-standing issues, particularly around infrastructure spending, he said.

  • Raise Emerging Market base case target by 9%: Morgan Stanley

    Morgan Stanley expects further gains for markets like China and Japan as earnings continue to surprise on the upside, Garner says.

  • Domestic inflows likely to keep market strong: Credit Suisse

    In the last 3 months purchases by domestic mutual funds have more than offset foreign institutional investor outflows. It is tempting to assume that persistent domestic inflows into the equity market are likely to keep the market strong, Neelkanth Mishra of Credit Suisse says.

  • EMs gaining from asset switch, but expensive now: Morgan Stanley

    Jonathan Garner of Morgan Stanley sees India as a fast growing market and expects the growth to accelerate further in the coming days. He says it is among the bright spots in the post-Brexit world. He is bullish on consumption, industrial and cyclical plays

  • Worst not over for emerging markets; India safe: Morgan Stanley

    India is more resilient to global factors like Fed rate hike now, says Jonathan Garner, Chief Asia & EM Equity Strategist at Morgan Stanley.

  • Sell on rally, says Morgan Stanley

    The revised target price is due to marginal positive impact on earnings in 2016 with less-aggressive USD strength in the near term compared to our previous forecasts, says Jonathan Garner of Morgan Stanley.

  • Nifty meltdown: Market gurus see India swaying to global beat

    India should continue to benefit from the ongoing reform agenda. It still has very attractive characteristics and unlike many of the other Asian countries the levels of household leverage is quite low. The problem is that valuations are expensive. Upside is minimal, if at all, at current levels.

  • Emerging mkts may fall 10%; like pvt sector banks:Morgan Stanley

    Garner has an 'equal-weight' rating on India for now, but says it is capable of outperforming other emerging markets in the long run.

  • Continue to remain overweight on India: Timothy Moe

    CNBC-TV18‘s Nimesh Shah gets expert opinions from strategists like Timothy Moe of Goldman Sachs, Jonathan Garner of Morgan Stanley and Sakthi Siva, of Credit Suisse who believe that the rebound is more like a recovery from excessive pessimism and not the start of an uptrend.

  • Remain underweight on EMs, Asia Pac ex-Japan: Morgan Stanley

    Parker thinks it is unlikely they will want to elevate financial market stresses as prominently as it did in September. Instead, he believes it will alter its view on the balance of risks and note that it will monitor economic and financial conditions.

  • Overweight India; multiple rate cuts by Mar: Morgan Stanley

    Jonathan Garner, Morgan Stanley feels inflation is below the central bank target and bond yields are falling with several more interest rate cuts likely over the next six months.

  • Value to be found in EMs' longest earnings recession

    EPS have dropped 25 percent from their August 2011 peak, Garner said, pointing to MSCI data.

  • Overweight India; downgraded China; see Brent at $60: MS

    Jonathan Garner, managing director, Morgan Stanley sees significant growth pickup in India. He is bullish on consumer cyclicals and private financials sectors.

  • Overweight India; FMCG, cap goods look good: Morgan Stanley

    Garner is also bullish on IT and pharma shares, and sees the rupee trading in a range between 62 and 64 to the dollar

  • Bullish India; mkts discounting 12-20% earnings growth: MS

    Jonathan Garner, managing director at Morgan Stanley believes that the market is discounting 12-20 percent earnings growth over the next 12-24 months.

  • Why the dream run in Hong Kong stocks will continue

    Morgan Stanley on Monday upgraded its 12-month price target for the Hang Seng Index to 30,000 from 26,800. The new target would mark 8 percent upside from current levels.

  • See more consolidation, Land Bill to key trigger: Macquarie

    According to Rakesh Arora, Macquarie, along with the reporting season, resumption of the parliament session on April 20 and particularly the Land Bill, will dictate the market's direction.

  • Prefer private sector financials stocks: Jonathan Garner

    Jonathan Garner, MD of Morgan Stanley is of the view that one may prefer private sector financials stocks.

  • Overweight India; inflation targeting good: Morgan Stanley

    Jonathan Garner, managing director, Morgan Stanley is bullish on industrial cyclicals, private sector financials and consumer discretionary. He is lukewarm on software names.

  • Near-term Sensex target at 29000; constructive on India: MS

    Jonathan Garner, MD, Morgan Stanley Research has a near-term Sensex target of 29000. He believes it could overshoot 29,000 in the medium-term.

  • Prefer DMs over EMs; equal weight on India: Morgan Stanley

    Jonathan Garner, managing director, Morgan Stanley sees the rupee trading in the range of 63-64/USD and recommends betting on export-oriented companies in India.

  • Happy to recommend owning India: Jonathan Garner

    Morgan Stanley's Jonathan Garner tells Pravin Palande and Shravan Bhat that emerging markets have been a huge success story in terms of development and long-run performance

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347