Shane Oliver

Strong overall economic growth is driving share markets higher and around that there are other developments such as Donald Trump, French Election, Brexit and issues about South Korea are causing bouts of volatility, Oliver said.

Video: How US strikes on Syria may impact stock, commodities markets

In an interview to CNBC-TV18, Shane Oliver of AMP Capital, Dr Waiel Awwad, South Asia Bureau Chief of Syrian Arab News Agency and Richard Harris of Port Shelter Investment Management spoke about the developments in the global and geopolitical space.

High valuations only constraint for Indian share mkt: AMP Cap

Speaking to CNBC-TV18 he said that the only constraint on the Indian share market is that the valuations are relatively high compared to other in the region.

Indian stocks to do well in 2017; no global trade war: AMP Cap

Indian stocks will do better this year after a year of underperformance. Narendra Modi's policies too are on the right path and demonetisation over the longer-term will yield positive results

US Fed is playing second fiddle to govt policy: Bank Julius Baer

Speaking to CNBC-TV18 Mark Matthews of Bank Julius Baer and Shane Oliver of Amp Capital Investors weighed on the impending FOMC meet and its implications

See Dollar Index rising 5%; wary of EMs for 6 months: AMP Cap

Rising dollar strength is negative for EMs and so the trade of being pro-developed markets and short EM would continue for some more time, said Shane Oliver, Head Investment Strategy & Chief Economist, AMP Capital Investors.

See Dollar Index rising 5%, wary of EMs now: AMP Cap

Speaking to CNBC-TV18 Shane Oliver, Head, Investment Strategy & Chief Economist at AMP Capital Investors said that December seasonally is a strong month. There is a pause right now, he said, adding that events like Italian referendum, ECB and US Fed meets are around the corner.

Trump victory may lead to a global trade war: AMP Capital

Riding in close on the heels of US Federal Reserve saying on Thursday that higher inflation strengthens case for a rate hike, AMP Capital Investors too believes that a rate hike on the cards in December.

Bulls in emerging markets may continue to be on a roll: AMP Cap

The bullish trend in emerging markets is likely to continue, says Shane Oliver of AMP Capital Investors in an interview to CNBC-TV18 sharing his expectations from the upcoming meetings of Bank of Japan (BoJ) and US Federal Open Market Committee.

Brexit vote means a nervy week for mkts,with bond yields in news

Global stock markets struggled to eke out gains last week; the Dow Jones industrial average lost 1.07 percent for the week, its worst performance since the one ended May 13. The S&P 500 index lost 1.19 percent for the week, while the Nasdaq composite dropped 1.92 percent for the week.

Weak $ best for EMs; Indian mkts won't revisit Feb lows: Pros

Quality of global growth remains a concern, while current market conditions are conducive for commodity-based economies, says Viktor Shvets of Macquarie.

Mkts close to near-term bottom, may bounce on ECB comment: AMP

Shane Oliver, head of investment strategy at AMP Capital Investors says markets may have already seen near-term bottom.

Impact of yuan inclusion to IMF reserve may be gradual: JPM

The International Monetary Fund (IMF) is likely to give the yuan a historic vote of confidence on Monday when it includes it in its elite club of major currencies.

Chances of Sept Fed rate hike below 50%: AMP Capital

As far as the Indian markets are concerned, Shane Oliver of AMP Capital Investors says though it has been volatile and is rather expensive, it is in a far better shape than other emerging markets (EMs).

India safer than most; Fed will wait till Dec: AMP Capital

India is seen as a source of stability and decent growth in a world that is ridden with problems, says Shane Oliver, Head-Investment Strategy & Chief Economist at Amp Capital Investors.

India attractive; see 15% returns from global mkts: AMP Cap

Shane Oliver of AMP Capital Investors says despite the rich valuations, India continues to remain attractive. He says domestic investors were major participants in the China rally.

India overvalued, but rally will continue: AMP Cap

In an interview to CNBC-TV18, Shane Oliver says the world outlook looks better than it did a month ago since the rebounding of crude prices is aiding US stocks and the QE in helping Europe recover.

RBI rate cut unlikely today; will buy mkt on dips: AMP Cap

Shane Oliver, Head- Investment Strategy & Chief Economist, AMP Capital Investors says that he will continue to be invested and will buy stocks once the market falls as the valuations are expensive now.

Abe dissolves parliament, sets stage for election

Abe this week postponed a second sales tax hike, initially scheduled for October 2015, by 18 months. The original plan was to raise consumption tax to 10 percent next year, after it was increased to 8 percent from 5 percent this year.

APEC, data and central banks are in focus in Asia

China kicks off the data release with inflation indicators for the month of October due on Monday, followed by fixed asset investment (FAI), retail sales and industrial output for the same month on Thursday.

Global risk-on sentiment likely to continue: AMP Capital

Globally monetary conditions too are easing with ECB and Bank of Japan replacing the Fed on the quantitative easing front, he adds.

Markets to recover previous highs in 6 mths: AMP Capital

Shane Oliver believes the markets have seen quite a good correction and a lot of bad news has already been factored in. Therefore, the worst is over and the bull market is likely to resume.

China data, central banks in play for Asia this week

Concerns about weakness in China`s economy meanwhile puts the spotlight on January trade data due out on Wednesday and inflation numbers expected later in the week.

'Long-term hold on India with positive bias; buy on dips'

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.

AMP Cap neutral on India, says valuation not too attractive

"The PE on the Indian share is about 14 times forward earnings, whereas in China it is about 9 times. So I think there is better value elsewhere," says Shane Oliver of AMP Capital.