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HSBC's Philip Poole : market rally to continue, but road will be bumpy
Philip Poole, global head of emerging markets at HSBC, tells CNBC-TV18 that the rally in equity markets will continue, but the road will not be smooth. "The equity markets sell off last year started to ameliorate and that exposed the fact that valuations are attractive. But there will be pullbacks from here," he said.
http://www.moneycontrol.com/news/fii-view/market-rally-to-continueroad-will-be-bumpyhsbc_669917.html
20-Feb-2012
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Morgan Stanley's Ridham Desai : Nifty to touch 5800 before correction sets in
The jury is still out on whether the current surge in equities is the start of a roaring bull market or just another big bear market rally. The stock market's volatility and concerns about Europe's deepening financial crisis signals investors should remain cautious.
However, the market's price structures are telling us that something different is going on, says Ridham Desai, managing director of Morgan Stanley. "The number of stocks that are crossing their 200-DMA is the best that we have seen since 2007 and that doesn't usually happen in a typical bear market rally," he highlights adding, "it tends to suggests that a few stocks are really making a turn for the better."
http://www.moneycontrol.com/news/fii-view/nifty-to-touch-5800-before-correction-sets-in-ridham-desai_670423.html#toptag
20-Feb-2012
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Kotak's Alroy Lobo : improving fundamentals can move markets up 10%
In an Interview with ET NOW, Alroy Lobo, Chief Strategist and Global Head, Equities Asset , discusses markets
http://economictimes.indiatimes.com/opinion/interviews/improving-fundamentals-can-move-market-10-from-current-levels-kotak-amc/articleshow/11897491.cms
16-Feb-2012
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Religare's Vetri Subramaniam : EPS growth may be in the 12-13% range in FY13
The worst performing equity markets, currencies, sector and stocks of 2011 are the best performing ones in 2012. However, the local macro environment and earnings trajectory still appear weak, Vetri Subramaniam, chief investment officer, Religare Mutual Fund, tells Puneet Wadhwa.
http://www.business-standard.com/india/news/earnings-growth-may-be-inrange-12-13-in-fy13-vetri-subramaniam-/464590/
14-Feb-2012
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Morgan Stanley's Ruchir Sharma : when trend is not your friend, try patience
If you don't like the weather, wait five minutes. That old saw should be the operating rule on the financial marketplace, given how frequently and abruptly trends have tended to change in recent times.
Markets are now in the midst of another dramatic climatic shift with all the gloom of 2011 making way for blue-sky projections. In a near statistical miracle, the worst performing countries, sectors and stocks are at the top of the league tables this year.
http://economictimes.indiatimes.com/markets/analysis/When-the-financial-markets-are-not-favourable-try-patience-Ruchir-Sharma-Morgan-Stanley-Investment-Management/articleshow/11866140.cms
13-Feb-2012
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Templeton's Sivasubramaniam : avoid stocks with poor fundamentals
Prospective rate cuts, lower earnings downgrades and project fast-tracking by the government are likely to instill confidence in investors, though worries about deficits and capex slowdown remain, says Sivasubramanian KN, chief investment officer, Franklin Templeton Mutual Fund. Post the 2000-point market rally in January, the fund house has increased exposure to telecom and power firms and financial services institutions.
It has cut investments in technology companies, as per the fund fact sheet. In an interview to ET, Sivasubramanian says investors need to be cautious about the sharp run-up in stocks without underlying fundamentals.
http://economictimes.indiatimes.com/opinion/interviews/avoid-stocks-with-poor-fundamentals-sivasubramanian-kn-franklin-templeton-mutual-fund/articleshow/11865606.cms
13-Feb-2012
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HSBC's Philip Poole : Greek solution close; room for global liquidity rally
Philip Poole, global head of emerging markets at HSBC is upbeat about Greece. He tells CNBC-TV18 that the nation is getting close to a solution to the crisis and that a debt swap deal is most likely before March.
Poole expects the European Financial Stability Fund (EFSF) to run alongside the European Stability Mechanism (ESM) this year. He says that there is more room for the global liquidity rally and finds valuations attractive from medium-to-long-term. In India, he likes the consumer discretionary stocks.
http://www.moneycontrol.com/news/fii-view/greek-solution-closeroom-for-global-liquidity-rallyhsbc_664895.html
10-Feb-2012
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DSP Blackrock's Dhawal Dalal : long term view continues to remain bullish on Govt bonds
In an Interview with ET NOW, Dhawal Dalal, Senior Vice President & Head-Fixed Income, DSP Black Rock Investment Managers, discusses Outlook on Treasury
http://economictimes.indiatimes.com/opinion/interviews/long-term-view-continues-to-remain-bullish-on-govt-bonds-dsp-black-rock/articleshow/11807539.cms
09-Feb-2012
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UTI's Amandeep Chopra : invest in duration funds to gain from rate easing cycle
A 50-basis point cut in the cash reserve ratio (CRR) is not sufficient to address structural illiquidity issues, believes Amandeep S Chopra, group president & fixed income head at UTI AMC. In an interview with Vishal Chhabria and Sheetal Agarwal, he talks about the investment strategies and outlook for the debt market.
http://www.business-standard.com/india/news/invest-in-duration-funds-to-gainrate-easing-cycle-amandeep-s-chopra/464004/
08-Feb-2012
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JP Morgan's Geoff Lewis : India's higher GDP growth will attract investors
Geoff Lewis, executive director and head of investment services, JP Morgan Asset Management (Hong Kong), tells Puneet Wadhwa he expects markets in 2012 to continue to be impacted by the debt crisis in Europe.
http://www.business-standard.com/india/news/india/s-higher-gdp-growth-will-attract-investors-geoff-lewis/463911/
07-Feb-2012
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