Viktor Shvets

'India is not growing at 8 percent, but it still offers one of the fastest sustainable growth rates globally,' he said.

US Fed may no longer lead the global rate cycle, says Macquarie's Viktor Shvets

Some economies will battle high inflation, while others may slide into stagflation. Still others—like China—could face deepening disinflation, said the Macquarie strategist.

Overweight on India & Philippines post Brexit: Macquarie

Viktor Shvets of Macquarie expects coordinated central bank action from the Bank of Japan, European Central Bank and Bank of England, with the Federal Reserve taking away tightening to reduce volatility, weaken Yen & avoid a strong US dollar.

If currencies are rattled, India could be hit: Macquarie

There is not much clarity for investors. Central banks will have to coordinate with each other to control volatility from spiking up in near-term, says Viktor Shvets of Macquarie.

Overweight on India, China: Macquarie

Unlike China, the challenge is India's inflated EPS estimates, but like China it has emerged with lower than average macro vulnerability, says Viktor Shvets of Macquarie.

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.

India & China remain largest overweight, says Macquarie

"We continue to focus on safety. India & China remain our largest overweight," says Viktor Shvets, Macquarie.

Central banks infusing stimulus shows growth is slow: Pros

Arvind Sanger of Geosphere Capital Management believes that the measures from the Chinese central bank will lead to easing of the liquidity situation. But Viktor Shvets of Macquarie feels there will a contraction in liquidity from hereon.

Warning: EM bounce will be short-lived

The US central bank on Thursday held off on raising rates amid heightened "uncertainties abroad," including China's economic weakness as well as sluggish inflation at home. A rate hike would have ended a nearly 7-year-old zero interest rate policy.

Greece has no solution but 'extend and pretend': Macquarie

Stating that it should never have been part of the Eurozone, Macquarie's managing director Viktor Shvets said that the best -- but an unlikely -- solution for debt-laden Greece would be let it exit the Eurozone and default.

Disinflation worrying investors; buy on India: Macquarie

In an interview to CNBC-TV18, Viktor Shvets of Macquarie said that action from central banks is crucial to avoid disinflation, which has been worrying global investors.

Why Middle East is a bigger risk than Russia

"The Middle East and Africa, no question about it, is a greater systemic risk. Flare-ups in Nigeria, Syria, Iraq, potentially Libya, Saudi Arabia, and Kuwait are far more significant than Russia and Ukraine," said Viktor Shvets, head of Asia strategy research at Macquarie.

Market likely to see further gains in coming months: CLSA

"Further relative gains are likely in the coming months. Technically strong stocks in India include names like Infosys, ICICI Bank, Axis Bank, ONGC and Apollo Hospitals," says Laurence Balanco, CLSA.

See more EM outflows; India still overbought: Macquarie

According to Viktor Shvets, India needs to invite a lot more direct capital into the country and is likely to be vulnerable until capital flows increase.

China economy grows 7.7% in fourth quarter

Quarter on quarter, the world's second biggest economy grew 1.8 percent, a tad weaker than the consensus 2 percent Reuters had predicted.

India, EMs at risk of FII outflows post taper: Macquarie

The emerging market countries that are most vulnerable to this risk of FII outlfows post taper are those that have endemic trade deficits and also endemic fiscal deficit that is more vulnerable says Viktor Shvets of Macquarie.

Fed tapering unlikely; underweight on India: Macquarie

Macquarie prefers to invest in countries like Thailand and Philippines than India and Indonesia, which are structurally impaired according to Viktor Shvets.

See volatility in EM bonds, currencies ahead: Macquarie

Not just the US government shutdown, but there are many other issues that will cause major tremors in bonds and currency markets of emerging markets over the next three-six months, says Viktor Shvets of Macquarie.

If US yields rise above 3, it'll kill Indian mkt: Macquarie

If US bond yields were to rise above 3, it will kill markets like Indonesia, India, Brazil, South Africa, and Turkey - anybody who is capital hungry.

Fed tapering? Here's why it may not happen

Viktor Shvets, head of Asian strategy at Macquarie Securities Group, said the US economy is unlikely to improve enough to allow the Fed to stop pumping in liquidity.

Fed tapering? Here's why it may not happen

The US Federal Reserve's plan to taper its massive monthly bond buying program later this year may not materialize after all, says one strategist.

Markets to remain volatile despite EU agreement: Experts

Stocks in Asia gained on Monday on hopes Europe was making progress towards a fiscal union, but a number of experts told CNBC the EU agreement hadn`t changed anything fundamentally for the markets, which were likely to remain highly volatile.