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Speaking to CNBC-TVC18, Russell Napier, Co-founder of ERIC said demonetisation is a major and brave move, but it came at a bad time. Cash restoration is taking more time than anyone would have thought.
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What looks like a very major reaction to yuan depreciation is a very small move in the exchange rate, says Russell Napier, co-founder of ERIC
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With the expectation of a pick up in US recovery, yields will rise which will strengthen the dollar, says Russell Napier, CLSA.
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According to Sanjeev Prasad of Kotak Institutional Equities, the government may need to demonstrate more conclusive reforms for the excitement to continue.
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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.
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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.
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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.
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Jyotivardhan Jaipuria of BofA ML continues to expect markets to remain rangebound with a weak economy, earnings & reasonable valuations providing an upside cap.
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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.
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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.
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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.
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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.
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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.
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US savings have begun funding the government as central banks retreat from Treasuries, says Russell Napier of CLSA.
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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.
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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.
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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.
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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.
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The Indian economy has been surging at an 8.9% pace for the past three quarters, but top economists believe that the economy will slow in 2011. High inflation, fiscal deficit and current account deficits will constrain the economy. CNBC-TV18’s Vidhi Godiawala reports with views from the best and the brightest.
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Dr Kenneth Rogoff, Harvard University economist and author of This Time is Different - 8 Centuries of Financial Follies and Russell Napier, economist and strategist from CLSA, in an exclusive interview to CNBC-TV18, they spoke about what the road ahead is for the US and if growth is back on track for the worlds largest economy.
