Russell Napier

US recovery may strengthen dollar: CLSA

With the expectation of a pick up in US recovery, yields will rise which will strengthen the dollar, says Russell Napier, CLSA.

Need more reforms for excitement to continue: Kotak

According to Sanjeev Prasad of Kotak Institutional Equities, the government may need to demonstrate more conclusive reforms for the excitement to continue.

GDP growth forecast for 2013 revises down to 5.9%: CLSA

Jonathan Garner, Morgan Stanley said the 2013 GDP growth forecast was revised down to 5.9 percent from 6.1 percent, while the inflation forecast was revised up by 50 bps, to 8.2 percent.

Sensex target of 20,800 for 2013: Citigroup

Aditya Narain of Citigroup said Citi has a Sensex target of 20,800 for 2013, premised on expectations of over 9% earnings growth in FY13 and 12% in FY14.

Fed move doesn't guarantee global rally: CLSA

Russell Napier, Strategist at CLSA does not expect a major rally in global markets after the Fed announced its stimulus programme. According to him, it is only one part of what is happening around the world.

Expect markets to remain rangebound: BofA ML

Jyotivardhan Jaipuria of BofA ML continues to expect markets to remain rangebound with a weak economy, earnings & reasonable valuations providing an upside cap.

US markets look particularly risky: CLSA

In the short-term, negative returns are likely as a deflationary shock leads to financial repression. The US markets look particularly risky, says Russell Napier of CLSA.

Expect market to be volatile through March: JPMorgan

Bharat Iyer of JPMorgan expects the equity markets to be volatile through March and take decisive cues from the outcome of key events like UP elections, Credit Policy and Budget for the year ahead.

Global EM equities trade at discount to World: UBS

Nicholas Smithie of UBS feels that earnings downgrade in EMs have intensified in 2011. However, unless the world enters recession, the downgrade cycle is possibly nearing its end.

Expect markets to drift down towards 14000: Macquarie

Markets have corrected and valuations do appear reasonable, but not cheap. Rakesh Arora of Macquarie expects earnings downgrades to continue and for the markets to drift down towards 14000.

Sovereign default possible, avoid equities, says CLSA

The global situation may be getting graver with the huge possibility of sovereign default happening. 'The US and Europe are already in a recession and there is a risk of collapse in the European banking system. Markets are worried about insolvency in the global financial system,' Russell Napier, strategist, CLSA told CNBC-TV18.

Investors need to move capital to safer shores: CLSA

US savings have begun funding the government as central banks retreat from Treasuries, says Russell Napier of CLSA.

Eying equities? CLSA says enter when RBI loosens its grip

Russell Napier, Strategist, CLSA agrees with India's apex bank, the RBI, that their rate hike of 25 bps was a step in the right direction. However, he suggests that the right time to buy into Indian equities is once the rate tightening cycle ends.

Experts don't see sharp fall in market, say downside capped

It was a tough session for the markets and a disappointing close to the week. Experts don’t see sharp fall in the Indian markets and say that the downside is capped.

Inflation, asset bubble key concerns in EMs: Russell Napier

One of the big or most respected global thinkers, Russell Napier of CLSA spoke exclusively to CNBC-TV18 about how he is reading equities for the rest of the year. He says QE2 failed in its purpose to increase money supply in the US.

US market may plunge on QE3 delay, crude price: CLSA

In an interview on CNBC-TV18, Russell Napier, consultant at CLSA said that the second round of quantitative easing failed to fulfill the US market expectation and thus, there are chances that the third round will get delayed due to internal politics.