'We remain overweight India and continue to recommend global investors to have a large exposure to this market,' says Adrian Mowat.

We had an election result that was much better than anyone had really hoped for. There are a lot of reasons to be optimistic about the Indi...

There is a belief if there is a change in government, there will be more effective decisions.

"We are seeing good capital inflows into India and that has been expressed in rally in the rupee. That has been driving the market higher."

"We are at an all-time high on the Sensex and I am sure, we will be making many more all-time highs in 2014."

It is IT which is the largest sector in the Indian stock market and we are bullish on that, says Mowat.

'The US is growing and the trend will continue throughout 2014, which fundamentally is bullish for emerging market equities'

The Indian private banks are very attractive story today because many of these are trading at quite big discounts to their normal price to ...

Yesterday's steps regarding the use of swap lines is constructive, but the most important thing is to fix trade balance and CAD, says Adria...

Developed markets will continue to outperform. Within emerging markets equities we like India, we have an overweight rating and it is outpe...

We are forecasting that the CAD, fiscal deficit will narrow and big part of this is what has been happening to the subsidy in diesel, says ...

According to Mowat the Reserve Bank of India will be able to cut interest rates if CAD and fiscal deficit come down in FY14.

"The macro environment in China has stabilised, but the index composition is less attractive than India," says Adrian Mowat.

What you need to do is to move out of defensive sectors such as staples and IT, which have benefited from the weak rupee, says Adrian Mowat.

Adrian Mowat, Chief Asian and Emerging Market Strategist, JP Morgan, talks about the impact of Obama win on global economy and markets.

"As we travel through the second half, the market will be thinking about what is going on in calendar 2013, and I am optimistic about that,...

Broadly inflation has come down and we have seen some easing in policy. So an acceleration in second half seems reasonable.