Macquarie Securities

Expect RIL to post $9.50-10/bbl GRM for next 2 qtrs: Macquarie

In an interview with CNBC-TV18, Abhishek Agarwal of Macquarie Securities said that he does not expect the stock of Reliance to see a sustained up move.

Warning: EM bounce will be short-lived

The US central bank on Thursday held off on raising rates amid heightened "uncertainties abroad," including China's economic weakness as well as sluggish inflation at home. A rate hike would have ended a nearly 7-year-old zero interest rate policy.

Global liquidity to stay; EMs to outperform: Macquarie

Richard Gibbs of Macquarie Securities believes tailwinds from lower oil prices are unlikely to be as strong as they were earlier.

Govt, RBI now in tandem to push economic growth: Macquarie

In an interview with CNBC-TV18‘s Udayan Mukherjee, Macquarie Securities' Bharat Rawla and Rakesh Arora shared their perspective on RBI's surprising move of cutting repo rate by 25-bps

Indian economy can get back to 7% growth rates: Macquarie

In an interview to CNBC-TV18, Richard Gibbs says 2015 is likely to be a year of uneven growth. He believes the Japanese economy is back in recession.

Crude prices to flatten, will not touch $90 soon: Macquarie

Indian economy will still have plenty of potential for growth in domestic demand in 2015. Recent concerns about the RBI interest rate moves or delay in a cut in interest rates are a bit over blown at this point in time, Gibbs adds.

Low crude prices good for India; remain a buyer: Macquarie

According to Richard Gibbs of Macquarie Securities reduced crude prices goes in favour of the Indian economy and gives RBI a scope for monetary accommodation

Monsoon remains a problem for Indian market: Macquarie

Richard Gibbs said though he does not see rate cuts from RBI anytime soon, he has â€œbig expectationsâ€ on structural reforms from the Narendra Modi government.

Sensex ends below 21000 on Ukraine woes; Sun, BHEL slip 3%

Geopolitical tensions surrounding Ukraine weighed heavily on global markets. Key Asian markets ended lower except in China that gained 0.9 percent while Nikkei and Hang Seng fell 1-1.5 percent. European markets lost between 1-2 percent.

Ukraine issue won't affect India much; buy on dips: Gibbs

Richard Gibbs, Global Head, Macquarie Securities says India need not worry too much about tensions in Ukraine as it is well supported by domestic demand. According to him, investors should use every dip to buy into markets like India. He says the country could see opportunistic buying.

Not worried about EM sell-off affecting India: Macquarie

Overnight there was some sell-off in emerging markets such as Russia and Argentina and Ukraine too was under pressure. But Richard Gibbs, Global Head, Macquarie Securities is not worried about the sell-off affecting Indian market. He believes as long as India's political scene remains on track, India should do well.

Impact on EMs cannot drive Fed tapering policy: Macquarie

Richard Gibbs of Macquarie Securities talks about the Chinese market post its trade data.

Mkt may correct upto 10%; will still buy India: Macquarie

Speaking to CNBC-TV18‘s Latha Venkatesh and Sonia Shenoy, hard Gibbs, global head- Macquarie Securities, says he will be eyeing defensives as the India story will be impacted by things that impact the domestic demand side of the economy positively or negatively.

India to outperform on rupee, local demand: Macquarie

Richard Gibbs of Macquarie Securities expects the Reserve Bank to sit tight on rates given the December inflation outcome

Pros eye cyclical stocks in 2014

An improved US economy helped cyclical stocks go on a tear in 2013, with the tanker, steel and railroad sectors ending the year up 143, 34 and 42 percent, respectively.

See 50% chance of Fed tapering in March: Macquarie

Richard Gibbs of Macquarie Securities expects India to enter the New Year in a fairly well supported way and with a reasonably right position in terms of capital accounts and capital inflow.

Nifty may take out 6330; Re support at 60.50-61.50/$: Gibbs

In an interview to CNBC-TV18, Richard Gibbs, global head, Macquarie Securities spoke about the emerging markets and his outlook for the Indian rupee.

Fed tapering unlikely; underweight on India: Macquarie

Macquarie prefers to invest in countries like Thailand and Philippines than India and Indonesia, which are structurally impaired according to Viktor Shvets.

Macquarie Sec: 5% upmove left in Indian market in CY13

In an interview to CNBC-TV18, Richard Gibbs, global head of Macquarie Securities spoke about his outlook for the Asian markets.

Expect emerging markets to extend rally: Macquarie Sec

Richard Gibbs, global head, Macquarie Securities said with the latest development on the US debt ceiling issue, it is likely that the US Federal Reserve might push its QE tapering plan to next year.

Debt ceiling bigger threat for equity markets: Macquaire

Richard Gibbs Macquarie Securities says it could be a partical shutdown for the US government and the economic data could be imapcted the most.

India likely to see growth downgrade going ahead: Macquarie

According to Richard Gibbs, the Indian economy may see a growth downgrade going ahead due to the recent measures taken by the RBI. He recommends caution on the emerging markets as Fed tapering is still uncertain.

See medium-term support for rupee on RBI moves: Macquarie

Measures that were announced last week by Raghuram Rajan are certainly adding to medium-term support for the exchange rate and the central bank is expected to more closely supervise the market overall

Macquarie Sec eyes positive Q1 surprises on weak rupee

Richard Gibbs, Global Head, Macquarie Securities told CNBC-TV18 that we are going to see a similar effect to what we are seeing now in Australia with the weaker Australian dollar and that is the translation of greater levels of income and earnings back to the domestic economy.