Jpmorgan Amc

Bulls in emerging markets may continue to be on a roll: AMP Cap

The bullish trend in emerging markets is likely to continue, says Shane Oliver of AMP Capital Investors in an interview to CNBC-TV18 sharing his expectations from the upcoming meetings of Bank of Japan (BoJ) and US Federal Open Market Committee.

Policy deadlock pulling India down among EMs; like DMs: Ian Hui

Ian Hui of JP Morgan AMC prefers developed markets over emerging markets. While Russia and Turkey look attractive in the emerging markets (EMs) space, India has moved lower in our favored EMs due to policy deadlock,

May see cautious inflows into EMs over medium-term: JPM AMC

Tai Hui, MD and chief market strategist for Asia at JPMorgan AMC, says China still has room for monetary easing and interest rate cut. Over a tactical short-term, China looks better positioned, he adds.

FII party to go on in 2015, fat ECB QE dodgy: JPMorgan

Global cues seem to be the key trigger for the markets this week with a lot of events lined up. Geoff Lewis, JPMorgan AMC speaks to CNBC-TV18 about the significance of these events on Indian markets.

Overweight India; see Chinese GDP at 8% in Q3: JPMorgan AMC

Geoff Lewis, Global Market Strategist at JPMorgan AMC feels Indian equities are trading at a premium, but he continues to be overweight on India.

See a secular bull market hereon; will buy India: JPMorgan

The first reaction of global investors when they hear tapering and decline in liquidity, is a pullback from emerging markets and that is what happened over the last few weeks said Andrew Economos, Head-Sovereign & Institutional Strategy, JPMorgan AMC

'Debt ceiling issue to sort soon; fears of US mkt fading'

There has been a lot of improvement, the global economy is doing better and there has been substantial improvement in the housing market in the United States and all of these things are leading to strong economic growth, says David Kelly, Global Strategist, JPMorgan AMC.

Fed tapering key to mkt moods, not debt ceiling: JPMorgan

Richard Titherington of JPMorgan believes the issue around when and how much the Fed decides to taper is very important as markets have been nervous before. He expects a market correction as and when tapering finally occurs.

QE tapering scale to be light; EMs attractive: JPMorgan AMC

In an interview to CNBC-TV18, Andrew Economos, JPMorgan AMC speaks about expectations from the Fed on tapering its bond buying programme. He sees quantitative easing procedure to be lighter.

EMs to see more inflows in 2014; upbeat on India: JPMorgan

â€œWe should start to see money flow in terms of the capital account into the EMs as well as money flow from financial flows and expect that to happen sometime in 2014,â€ says Andrew Economos in an interview to CNBC-TV18.

Japan to steal EM's limelight: JPMorgan AMC

Geoff Lewis, JPMorgan AMC feels that emerging markets are cheap now. He says the region is still the second most preferred investment destination for foreign institutional investors.

Remain overweight on India, see capex revival: JP Morgan

JPMorgan AMC continues to be bullish on Indian equity market. â€œWe are still seeing relatively good inflows into India. Though CPI inflation remains a concern, but the fall in WPI data was shot in the arm. The fall in gold and crude price will also be of big help to India,â€ Geoff Lewis of JPMorgan AMC said in an interview to CNBC-TV18.

JPMorgan AMC to remain overweight on emerging markets

Geoff Lewis of JPMorgan AMC believes emerging markets haven‘t done very well because of margin pressures. However, he is positive that the external environment is stabilising and the emerging economies will see some improvement in their growth this year.

China better placed than India to do business: JPMorgan

Talking about on India and China, Andrew Economos, Head-Sovereign & Institutional Strategy, JPMorgan AMC says both will continue to do well and attract investors.

EU risks remain; Indian bourses to move sideways: JP Morgan

Andrew Economos, JPMorgan AMC explains on CNBC-TV18 that the European crisis is still a concern but the situation may turn positive at the end of the first half of the current year 2013. Economos continues to see sideways movements in the Indian market and adds that liquidity will continue to be ample in the global economic system.

Neutral on India, bullish on China: JPMorgan AMC

Geoff Lewis, JPMorgan AMC is currently neutral on India. "It has had a very good run. It has been one of the best performing Asian markets year-to-date (YTD), but probably quite a lot of the good news, end to policy paralysis and slightly better economic data, is already priced in. That does mean that we expect any major setback," he explains.

Buy Tata Motors, RIL, Tata Steel: Credit Suisse

Sakthi Siva of Credit Suisse said the reason for the big pushback to their call to switch out of expensive defensives like ITC, TCS, Lupin and Sun Pharma into cheap cyclicals like Tata Motors, Reliance and Tata Steel, is the superior EPS growth and EPS revision trend among the expensive defensives.

Stay invested, diversify across asset classes: JPMorgan AMC

Global markets have consolidated for the past few days. In an interview to CNBC-TV18, Geoff Lewis, JPMorgan AMC says 2013 will be a better year in terms of the global economy showing gradual improvement. He advises investors to stay invested, but diversify across asset classes.

Expect global market consolidation in Oct: JPMorgan

Bullish on global equities, Andrew Economos, Head, Sovereign & Institutional Strategy Asia, JPMorgan AMC believes that after the massive rally across overseas markets, there will be some consolidation in September-October given the fairly heavy event calendar - both political and economic.