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Michael Hartnett
Michael Hartnett
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BofA’s Hartnett says equity inflows surge on soft landing hopes
Bull market unlikely to end until macros make central banks tighten liquidity: BoAML
India beats China as most favoured emerging mkt: BofA-ML
Bet on India, China: Bank of America Merrill Lynch
GFM survey says 48% investors expect Fed rate hikes: BoAML
See sideways equity consolidation for few weeks: Nomura
Allocations in emerging markets lowest since 2008
Nomura replaces HCL Tech with Zee Entertainment
ITC, TCS, ONGC to outperform: Ridham Desai
Expect fiscal policy action to continue, says Ridham Desai
Investor sentiment remains sternly optimistic in Feb: BoAML
Expect Nifty to trade within 5,500-6,350 in H1: UBS
Expect market to deliver 12-15% returns in 2013: JP Morgan
Raised export sector allocations in model portfolio: Enam
Fed decision on Wed will be more important: HSBC
Asia-Pacific equity risk premium offers upside: Nomura
Budget unlikely to change underlying economic momentum:Citi
Expect further upside in equities: Morgan Stanley
New year rally in risk assets to continue: BofA ML
Expect modest upside to equities in 2012: BofA ML
India the most underweight amongst investors: BofA ML
EM overweight allocation may lead to further fall: BofA ML
Underweight India on valuation, growth worries:Ridham Desai
Risk-reward still appears unfavourable: BofA ML
Market may remain in narrow band: Macquarie
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