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  • EU crisis to make markets further volatile: CLSA Nov 14, 2011 09:26 AM IST

    EU crisis to make markets further volatile: CLSA

    CLSA says there is no respite from the current economic gloom and the environment will continue to haunt investors for a few more months.

  • Q2 earnings growth could be muted: CLSA Oct 10, 2011 08:09 AM IST

    Q2 earnings growth could be muted: CLSA

    The Q2 earnings growth could be muted due to the one-time impact of rupee's depreciation, estimated at 3% of earnings.

  • CLSA sees more downside to corporate earnings estimates Sep 28, 2011 08:05 AM IST

    CLSA sees more downside to corporate earnings estimates

    CLSA's global strategy team, however, retains India as one of its favourite markets given the lower export dependence and RBI's potential capacity to fight a deflationary scare

  • Inflation remains a concern for many EMs: Credit Suisse Aug 25, 2011 07:44 AM IST

    Inflation remains a concern for many EMs: Credit Suisse

    In non-recession corrections, Sakthi Siva of Credit Suisse believes capitulation is reached when net foreign selling reaches 0.4% of market cap.

  • India in better position from macro point of view: CLSA Aug 11, 2011 07:44 AM IST

    India in better position from macro point of view: CLSA

    While the collapse in global equity market may be reviving memories of 2008, India is better positioned from a macro point of view, says N Krishnan of CLSA.

  • Remain cautious on markets amid earnings downgrades: CLSA Jul 28, 2011 07:47 AM IST

    Remain cautious on markets amid earnings downgrades: CLSA

    We continue to remain cautious on the markets amid earnings downgrades and maintain our March 2012 Sensex target of 19,500 offering a 5% upside.

  • Citigroup expects rally in EM equities in 2nd half of 2011 Jun 30, 2011 07:39 AM IST

    Citigroup expects rally in EM equities in 2nd half of 2011

    We expect the EU sovereign debt 'worry' to slide off investors' radar over the summer and help to clear the way for a strong rally in EM equities in the second half of 2011.

  • HSBC takes cautious approach to emerging market equities Jun 24, 2011 07:41 AM IST

    HSBC takes cautious approach to emerging market equities

    The global backdrop has deteriorated for emerging markets. We think liquidity could be squeezed if matters deteriorate further in developed markets.

  • Expect about 8% returns by year-end on Sensex: Kotak Instl Jun 02, 2011 08:00 AM IST

    Expect about 8% returns by year-end on Sensex: Kotak Instl

    We see inexpensive valuations and reasonable earnings visibility as positives in an otherwise gloomy near-term macro outlook due to high crude prices and inflation.

  • CLSA sees FY12 Sensex EPS at Rs 1207, eyes inflation Jun 01, 2011 11:30 AM IST

    CLSA sees FY12 Sensex EPS at Rs 1207, eyes inflation

    CLSA sees FY12 Sensex EPS at Rs 1207, eyes inflation

  • Underweight banks, materials: CLSA Apr 25, 2011 08:07 AM IST

    Underweight banks, materials: CLSA

    The market has run 11% from its February lows even as macro risks relating to high crude prices and inflation have risen, says N Krishnan, CLSA.

  • CLSA relatively more bullish on re-rating on 12-month view Apr 01, 2011 08:04 AM IST

    CLSA relatively more bullish on re-rating on 12-month view

    Q1 has seen earnings cuts outweigh upgrades by 56%, though commodity price linked upgrades have helped raise overall Sensex EPS by 1%, says N Krishnan of CLSA.

  • Downgrade India to underweight: Morgan Stanley Mar 16, 2011 07:58 AM IST

    Downgrade India to underweight: Morgan Stanley

    India's model ranking falls from 13 to 17 this month. Also, our economist has downgraded his GDP forecast for the second time this year and earnings revisions breadth has collapsed, says Jonathan Garner of Morgan Stanley.

  • Sensex remains vulnerable due to oil pressures: Enam Mar 01, 2011 08:56 AM IST

    Sensex remains vulnerable due to oil pressures: Enam

    Given the current adverse backdrop in liquidity and commodity prices, the Budget has done what was in its control, to alleviate pressures on interest rates & rupee, says Nandan Chakraborty of Enam.

  • CLSA upgraded financials to neutral weight Feb 10, 2011 07:52 AM IST

    CLSA upgraded financials to neutral weight

    The market correction is well underway with the Sensex down 13% YTD. The near-term outlook is weighed down by five factors, but most of these headwinds are tactical in nature, says N Krishnan of CLSA.

  • Sensex target of 22,500 for 2011-end: CLSA Jan 04, 2011 08:37 AM IST

    Sensex target of 22,500 for 2011-end: CLSA

    With renewed inflation pressures and tight domestic liquidity conditions, we see India's premium valuations coming under pressure, says N Krishnan of CLSA.

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