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Category: Views & Analysis

HomeViews & Analysis (Page 4)

Ajay Marwaha, Director of Investments, speaking on the performance of the India economy:

“As the figures show, the outlook for India’s economy remains optimistic. It has been less impacted by the slowdown of China than other emerging markets but it must ensure that internal structural reform continues at a brisk pace. “Given a limited scope for incremental rate cuts in the short run, India ...

Sanjiv Shah, Chief Investment Officer, speaking on the US jobs data and likelihood of a rate hike by the US Federal Reserve:

“The US NFP data released today is much stronger than expected and has already set a positive tone for US stocks, with bond yields rising by 10 base points across the curve.” “These figures, held alongside Yellen’s statement last month, give us a strong reason to believe that a December ...

Mihir Kapadia, CEO, speaking on the emerging Markets crisis and the looming Fed rate hike:

“This has been the most anticipated and watched Fed move for a while. It comes at a time when emerging markets especially BRIC countries are showing signs of vulnerability. Yet very rarely have been market participants been so split on their view of which way the Fed should move. “We ...

Market Overview 11th December 2015

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Market Overview 9th December 2015

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Market Overview 7th December 2015

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Sanjiv Shah, Chief Investment Officer, speaking on the yuan’s inclusion in the IMF’s SDR basket:

“This has been the most anticipated and watched Fed move for a while. It comes at a time when emerging markets especially BRIC countries are showing signs of vulnerability. Yet very rarely have been market participants been so split on their view of which way the Fed should move. “We ...

Global Market Overview – 16th November 2015

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Global Market Overview – 12th November 2015

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Global Market Overview – 10th November 2015

Both the OECD and Moody’s have warned about slowing global growth pointing to a sharper than expected slowdown in China. Yesterday both stocks and bonds were weak. ...
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