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    • EMs fundamentals weak; overweight on US, Japan: Finaport

      EMs fundamentals weak; overweight on US, Japan: Finaport

      Fundamentals of most economies including emerging markets are not favourable at this point but if tapering is delayed to the end of this year, or start of 2014, it would be slightly positive for EMs from money flow perspective, believes Hans Goetti.

    • Liquidity to be benign; underweight on IT except HCL: Ambit

      Liquidity to be benign; underweight on IT except HCL: Ambit

      Pramod Gubbi, VP-Sales, Ambit Capital said since the liquidity inflows are likely to remain steady going forward for India, the market see some gains on back of that. However, market could see some consolidation in the near-term, he added.

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