Sean Darby

Value and earnings revisions styles still seem appealing. Turned modestly bearish on India since December 2016, Darby says.

Jefferies remains overweight on EMs, mildly bullish on India

Darby remains overweight EMs and are mildly bullish on India.

Grim China data keeps stimulus hopes alive

China's stock markets bucked broad cautiousness in Asian equities with major indices up between 2 and 4 percent, while European trading got off to a subdued start as mining and energy stocks pulled the pan-European FTSEurofirst 300 equity index down 0.2 percent.

Europe shares set for worst week of 2015

The pan-European FTSEurofirst 300 index was down 0.7 percent in early trading as euro zone bond yields rose, especially on the bloc's periphery, and the euro consolidated a week of hefty gains.

US data, Fed caution keep pressure on world stocks, dollar

Asian and European stocks continued a two-day decline for equity markets worldwide with Europe's FTSEurofirst 300 down 0.8 percent and heading for its worst week of the year.

World stocks near all-time highs despite Greek drama

The possibility that Athens might not be able to meet payments to the International Monetary Fund - which could mean default and eventually an exit from the euro zone - has pushed up Greek bond yields but sparked few ripple effects globally.

Draghi to hold off QE at forthcoming ECB meet: Jefferies

Sean Darby of Jefferies believes that since Draghi‘s comments in November, there has been a greater probability placed on an announcement of sovereign bond QE at the forthcoming ECB meeting. Jefferies European economists expect that Draghi will hold off on such a step this month.

Positive on Crompton, Hero, YES Bank, Strides: Macquarie

“Stocks to position for the results on positive side include India Cements, Crompton, YES Bank, Hero Motocorp and Strides Arcolab," says Rakesh Arora, Macquarie.

Consumption remains India's secular growth story: Mishra

Neelkanth Mishra, Credit Suisse says consumption remains a secular growth story in India with years of catch up to even other emerging markets.

What the world wants from India? Jefferies' take

In an interview to CNBC-TV18, Sean Darby, chief global head of equity strategy at Jefferies spoke about his reading of the global economies and his outlook on India.

The emerging market to watch in 2014

The benchmark VN Index, Southeast Asia's best performer this year, has risen 23 percent year-to-date, compared with a 6 percent decline in the MSCI Emerging Markets Index over the same period.

Continue to focus on autos, banks, pharma stocks: BofAML

Jyotivardhan Jaipuria of Bank of America Merrill Lynch said they continued to focus on autos, banks and pharma stocks in their model portfolio.

Global investors overweight on India now: Bank of America

Jyotivardhan Jaipuria of Bank of America Merrill Lynch feels global investors are overweight India now. However, India's stellar performance last year and the overweight positioning are some of the risks to the market, he adds.

Investors peer past gloom, eye Asian economic rebound

If the World Bank is correct, 2012 will see the second slowest year of global economic growth in a decade, at a level consistent with a world recession that, like the 2008/2009 financial crisis, would not spare Asia.

See 9-10% upside for US markets this year: Sean Darby

In an interview with CNBC-TV18, Sean Darby, equity strategist at Jeffries, spoke about his views on the global markets and his outlook.

Inflation may remain sticky in Asia: UBS

We are Overweight India as we believe negative earnings momentum is priced in. We have revised our March 2012 Sensex and Nifty targets to 21,000 & 6,500 respectively.

Expect FY12 GDP growth to decelerate to 7.7%: Chetan Ahya

We expect GDP growth to decelerate to 7.7% in FY12 from 8.5% in FY11. Govt spending and consumption growth may also slowdown.

Expect GDP growth to slow further in FY12: Goldman Sachs

With higher rates, increasing oil prices and the impact on capex, we continue to expect GDP growth to slow further in FY12, says Tushar Poddar of Goldman Sachs.

Correction in commodities will bring flows to Asia: Nomura

A correction in commodities would bring flows to Asia through investors exiting commodity funds & from those switching away from commodity-related emerging markets like Russia."

Credit Suisse bets on two-wheelers

We still believe volatility in multiples will be higher than in earnings as funds flow into India fluctuate around changing expectations for medium-term GDP growth

MSCI Asia appears overbought: Nomura

Asian equities continue to be increasingly correlated to the greenback's depreciation, says Sean Darby of Nomura.

Equities continue to grind higher: Nomura

Equities continue to grind higher, but market breadth around the region suggests performance has become very narrow in India and Korea, says Sean Darby of Nomura.

Correction may still have few legs left: Enam

The Sensex has corrected 17% since November on account of domestic concerns and an attractive US market performance, says Nandan Chakraborty of Enam.

Mkts may find it difficult to make headway: Sean Darby

In the short-term markets may find it difficult to make headway, despite improving global economic data, says Sean Darby of Nomura.