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A short-term correction could be in offing but beyond that, we would see momentum as international investors are slowly returning to EMs.
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In an interview to CNBC-TV18, Geoff Lewis, Global Strategist-Capital Markets Group at Manulife Asset Management said that global markets are firm.
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On the back of strong macroeconomic data, a correction is overdue but relatively mild. It would not extend to 15-20 percent. The maximum downside is around 10 percent,” he said.
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Geoff Lewis, Global Strategist, Capital Markets Group, Manulife Asset Management although surprised at the ADP jobs data in the US says it does confirm that the economy is on an improving track and makes a strong case for Fed rate hike next week.
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The retreat in the US dollar and 10-year treasury yields from the peaks has helped emerging markets (EMs), according to Geoff Lewis of Manulife Asset Management. He said that emerging markets are also drawing strengths from better corporate earnings.
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Speaking to CNBC-TV18 Geoff Lewis of Manulife Asset Management said that Donald Trump has been a game-change in the sense there is a movement away from a scenario of low margin growth and low interest rates.
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Speaking to CNBC-TV18 Geoff Lewis of Manulife Asset Management said that markets are in a wait-and-see mode. He sees no reason for major volatility.
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According to Geoff Lewis of Manulife Asset Management, risk-reward ratio is in favour of emerging markets (EMs) against developed markets. Among the developing nations, he prefers manufacturing based markets over commodity producers of Latin America and US equities over European, in the developed markets, he added.
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The Federal Reserve will not raise rates until December, though there is still a major chance of the US Fed hiking the rate hike in 2017, says Geoff Lewis of Manulife Asset Management.
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Global market experts believe although there are definite chances of a rate hike before 2016 ends, it would not rattle the emerging market space. However, short-term there could be some hurdle for the emerging markets (EMs).
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Geoff Lewis, Global Strategist-capital markets, Manulife Asset Management said he is comfortable with what the central banks world over are doing.
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Japanese Prime Minister Shinzo Abe today announced his government would compile a 28 trillion yen (USD 265 billion) fiscal package, including stimulus measures such increased government spending and loan programs.
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Experts believe Brexit may continue to have a short-term impact of markets such as India but said the medium-term impact will be restricted the UK and EU economies.
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The US Federal Reserve will hike rate only after considering jobs data in December, says Geoff Lewis, Global Strategist, Capital Markets Group of Manulife Asset Management.
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A pause in the Fed's rate hike cycle would be positive for emerging markets, says Geoff Lewis of Manulife Asset Management.
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In an interview with CNBC-TV18, Geoff Lewis said that he expects US Fed to hike rates twice this year and sees US dollar strengthening in the second half of the year.
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Geoff Lewis, Global Strategist-Capital Markets Group at Manulife Asset Management, says India will benefit more from falling commodity prices and domestic growth.
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Geoff Lewis of Manulife Asset Management believes capital outflows from China have indeed peaked, referring to the Chinese Central Bank chief's comment on Sunday that there are no plans to tighten capital controls
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India's rural areas have suffered three bad monsoon years, the Economic Times reported last month, and sales of motorcycles and tractors, which are bought mainly by rural residents, have fallen.
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The markets will be expecting some kind of reassurance that the Fed realises that global investor confidence is fragile, says Geoff Lewis, Global Strategist, Capital Markets Group, Manulife Asset Management
