US President Trump’s tariff and penalty on India has sparked concerns over trade, inflation and foreign flows. Global markets expert Seth Freeman does not believe the levies will trigger an outflow, and advised investors to keep a 'slow and steady' approach.
GlassRatner Advisory's Seth Freeman said that while the Fed Chairman Jerome Powell has indicated a 50 bps interest rate cut this year, he has missed out a crucial point, which is the outlook on consumer credit.
Fed chair Janet Yellen also said that there is a possibility of three hikes by the US Fed in next three years. This is likely to make investors cautious, believes Seth Freeman of CEO & Chief Investment Officer of EM Capital Management.
On the back of Donald Trump‘s victory in the US presidential elections, analysts expressed cautious optimism for emerging markets including India. Brian Jacobsen of Wells Fargo Funds said Trump must continue with a conciliatory message for markets to rise. He added that he is cautiously optimistic about emerging markets including India.
Talking about the impact of Brexit on emerging markets Seth Freeman, CEO and Chief Investment Officer at EM Capital Management, LLC, says the reaction would be to take profits off the table and hold on till the event outcome.
With the sharp correction in the global equities, where should investors be putting their money and how much more of a downfall can we see, is the worst over last week or are we going to see more reverses this week. In an interview to CNBC-TV18, Seth Freeman, CEO & CIO of EM Capital Management shared his views and opinion on global turmoil.
Job growth cooled in August, with nonfarm payrolls adding just 142,000 even as the unemployment rate fell to 6.1 percent, according to the Labor Department.
Seth Freeman of EM Capital Management feels the US Federal Reserve will continue with its tapering plan. He says though the jobs number was lower than expected, there was a small decline in unemployment.
Seth Freeman has a long-term hold on India with a positive bias, while Shane Oliver finds Indian market still more expensive versus China, he recommends buying it on dips.
The rout in EM currencies and equities is likely to continue until some clarity emerges on China‘s cash situation, Seth Freeman of EM Capital Management told CNBC-TV18 in an interview.
if there are some meaningful announcements from India on infrastructure side then there is lot of long-term foreign direct investment (FDI) waiting on the sidelines to come in, says Seth Freeman.
While Peter Hooper feels the politics in Washington do not look very good, Seth Freeman says he would be surprised if there are significant gains from here.
Underlying strength in the US economy is gaining more traction and one can expect dollar to strengthen, says David Lennox, Fat Prophets.
Global markets are keenly watch the Greece election outcome on June 17. In an interview to CNBC-TV18, Seth Freeman, managing director at EM Capital Management says, the problem is that it doesn‘t solve any of the structural problems.
Seth Freeman of EM Capital Management tells CNBC-TV18 that the Greek bailout package was priced in by markets due to the fact it took so long to happen.
In an interview to CNBC-TV18, Seth Freeman, CEO, EM Capital Management talks about how US markets are faring at the start of 2012.