Robert Doll expects equities to outperform other asset classes this year. He is also Sceptical of Brazil, India, Indonesia, South Africa and Turkey since they are facing headwinds related to elections and fear of sudden withdrawal of foreign cash due to Fed tapring.
Good macros and strong earnings can help the Indian equity market move higher, says Robert Doll of Nuveen Asset Management.
Robert Doll of Nuveen Asset Management believes the emerging market sell off happened for good. The market has already discounted the Federal Reserve tapering and therefore, one may not see huge pain going ahead, he adds.
Robert Doll, BlackRock says, ECB needs to step in and buy sovereign bonds.
On equities as a whole, Robert Doll, the chief equity investment manager at BlackRock finds stocks still attractively valued and that the market is still discounting a more negative environment.
April has historically rewarded investors with market gains, and this time may be no different even on the heels of a stellar first quarter performance.
The European woes have kept the global markets on edge. Robert Doll of BlackRock says, the markets are range-bound. “Hopefully, we get year-end rally in equities around the world.”
The US debt crisis definitely was a market mood spoiler but it might just usher in some luck to emerging markets. Emerging markets have once again turned out to be hot favourite among global investors.
Turbulence in the US has been massive. As a result, the economy has been seeing a slowdown. Despite this, Robert Doll of BlackRock doesn't expect QE3. "The economic recovery in the US is likely to be slow, however, chances of it seeing a double-dip is doubtful," he added.
As the dust settles over the Japanese crisis, Doll said, invertors will most likely take a flight to safety and move away from risk assets.
In an exclusive interview to CNBC-TV18, Robert Doll of Blackrock says that the US markets are likely to do well. He sees quality economic growth and expects it to trigger reasonable earnings growth.