Sakhti Siva

Sakhti Siva of Credit Suisse advises investors to buy on dips. She believes that given the 16 percent rally from the lows in MSCI Asia Ex-Japan, it may be more prudent to buy the dips rather than chase the rallies from here.

Not tempted to drop European basket: Credit Suisse

Sakhti Siva of Credit Suisse says they are still not tempted to drop European recovery basket.

Mkt past 2weeks reflects FOMC hiking rates: Credit Suisse

Sakhti Siva of Credit Suisse believes the inverse correlation over the past two weeks reflects a bringing forward of Fed rate hike expectations.

More room for outperformance of MSCI India: Credit Suisse

According to Sakhti Siva of Credit Suisse, there seems to be more room for outperformance for MSCI India as it has only outperformed by around 3 percent since joining the Cheapest 4 club.

Global liquidity firmly perched in India's favour: MS

Ridham Desai of Morgan Stanley says global liquidity is firmly perched in India's favour. According to him, if the fall in commodity prices is sustained, it creates the possibility of a shift in local savings and a fall in short rates, much to the benefit of equities.

Concerns remain over rising risk off globally: CLSA

Chris Wood of CLSA says concerns remain over rising "risk off" globally, with Eurozone as the obvious most likely trigger.

Earnings should decline by 3.5% in Q4: CLSA

Earnings should decline by 3.5% in Q4 with broad based growth deceleration, says Mahesh Nandurkar, CLSA.

Inflation to remain point of concern, says Nomura

While inflation is declining, it will remain a point of concern, says Prabhat Awasthi of Nomura.

Sensex earnings likely to grow at 6% YoY in Q2: Enam

The focus will now also shift to earnings season. Sensex earnings are likely to grow at 6% (YoY) versus 13% in Q1, owing to the high subsidy burden on upstream oil companies, says Nandan Chakraborty of Enam.

Inflation at 12% could be negative for HDFC: Credit Suisse

With annualised inflation in India running at 12%, we believe this could be negative for expensive stocks like HDFC and TCS, leading to underperformance in the near-term.