Sakthi Siva

With the theme being the best return on equity fundamentals in six years with Asia Pacific ex-Japan return on equity rising from a low of 10 percent to 10.6 percent, continue to suggest buying the dips, she feels.

Credit Suisse's Sakthi Siva suggests buying on dips

"We are reviewing MSCI Asia ex-Japan year-end target of 580 as we have just passed it. We continue to suggest buying the dips," Siva says.

Wary of Trump's potential protectionist policies, buy dips: Siva

Siva continues to suggest investors buying dips with MSCI Asia Ex-Japan year-end target of 580 offering about 4 percent potential upside.

Credit Suisse overweight on IT stocks; HCL Tech top pick

While we are sticking with our overweight in tech, we are suggesting a switch to banks for investors who want to take profit. One of the top picks from the CS regional portfolio is HCL Tech, says Sakthi Siva of Credit Suisse.

Don't prefer TCS, rate HCL Tech as outperform: Credit Suisse

Preferred play is HCL Technologies where there appear to be signs of RoE bottoming, she says, adding the brokerage house has an outperform rating on HCL Technologies.

Reiterate underweight call on expensive 4 club: Sakthi Siva

Sakthi Siva of Credit Suisse, in a note today, said that she maintains an underweight stance and has an underperform ranking on India, Indonesia, Malaysia and Philippines. All four seem to be expensive according to Siva.

Implied return on equity for India to be 17.7%: Credit Suisse

For India, every time the premium rises to above 50 percent, it has tended to underperform & year-to-date, she says. MSCI India has underperformed by 5.8 percent.

Buy on dips rather than chase rallies, advises Credit Suisse

With MSCI Asia ex-Japan up 25 percent from the lows in January, Sakthi Siva of Credit Suisse suggests buying the dips rather than chasing the rallies.

CLSA invests in Indiabulls Hsg & DLF, ups investment in Prestige

Christopher Wood of CLSA says investments in Indiabulls Housing Finance and DLF will be introduced with 3 percent each, while the existing investment in Prestige Estates will be increased by 1 percent.

Buy on dips rather than chase rallies, says Credit Suisse

The correction in MS Asia Ex-Japan and the current rally in MS Asia Ex-Japan are two reasons why investors should sell in May, says Sakthi Siva of Credit Suisse.

India's valuations & returns big concerns: Credit Suisse

Credit Suisse continues to be long on Indian IT and has a constructive view on the US economy, says Sakthi Siva of Credit Suisse.

Continue to remain overweight on India: Timothy Moe

CNBC-TV18‘s Nimesh Shah gets expert opinions from strategists like Timothy Moe of Goldman Sachs, Jonathan Garner of Morgan Stanley and Sakthi Siva, of Credit Suisse who believe that the rebound is more like a recovery from excessive pessimism and not the start of an uptrend.

Retain underweight on India, RoE halves from 2005 highs: Siva

According to Siva, even more striking is that the rate of slowing in RoE is remarkably similar in both countries recently. India's premium has once again risen to above 50 percent, Siva says, adding while history is not always an accurate guide, previous episodes were associated with underperformance.

See more pain ahead, staples & healthcare most overvalued: Siva

In India, with the return on equity gap between cyclicals and defensives stabilising, she highlights staples and healthcare as the two most overvalued sectors coupled with EPS cuts, Sakthi Siva of Credit Suisse says.

Prefer cyclicals, HCL Tech & Hindalco top picks: Credit Suisse

Sakthi Siva of Credit Suisse continues to prefer cyclicals regionally and in India. Top picks from the Credit Suisse regional portfolio are HCL Technologies and Hindalco.

India's underperformance likely to continue: Credit Suisse

Historically, India has always underperformed once its premium reaches 50 percent. She says even with the 46 percent premium, she estimates implied RoE to be 18.5 percent against the current RoE of just 13.5 percent.

See more pain for India due to EPS misses, China woes: Siva

Siva believes there is more room for underperformance, as investors have been 'hiding' in India and the Philippines.

Reiterate underweight on India, says Credit Suisse

Siva says India's 2015 consensus EPS downgrades of 17 percent are double the regions. "India's current ROE is 13.8 percent but implied ROE is 19.1 percent, we reiterate underweight call on India," she adds.

See more market upside on FII inflow hope: Credit Suisse

The fact that net foreign buying so far is just USD 3 billion after selling of USD 23 billion also suggests more upside, Sakthi Siva of Credit Suisse feels.

Expect underperformance to continue in India: Credit Suisse

Sakthi Siva, Credit Suisse believes there is more room for underperformance, as investors have been 'hiding' in India and the Philippines.

India remains preferred market for investors: JP Morgan

In a survey at brokerage's Emerging Markets Credit and Equity conference, EM equities received most votes for best performing asset class in 2016, says Mowat, adding India remains the preferred market.

Overweight on IT; ITC & HUL unattractive: Credit Suisse

"We continue to be overweight on Indian IT, particularly HCL Technologies and find defensives, particularly staples seeing EPS downgrades (ITC and Hindustan Unilever), unattractive," Siva says.

FII outflows stand at $3 bn, buy on dips: Credit Suisse

"We continue to remain overweight on four cheapest markets on our price-to-book-value against return on equity valuation model which are MSCI China, Korea, Taiwan and Singapore," says Siva.

Credit Suisse says mkt can overshoot 2008-09 lows

Sakthi Siva of Credit Suisse expects the market to overshoot the 2008-09 low.

Credit Suisse cuts India rating; Axis, HCL Tech top picks

"India's 53 percent premium on price-to-book versus return on equity (ROE) valuation model means that a recovery from the current 14.1 percent ROE to 19.8 percent already appears to be priced in," Siva said.