Massive AI investments by US tech giants are unlikely to be a bubble, but could fundamentally disrupt traditional software and IT services,...

Geosphere Capital’s Arvind Sanger says the AI pullback is not a bubble but a healthy correction, with long-term adoption firmly intact. US ...

Arvind Sanger from Geosphere Capital Management indicates renewed investor interest in non-US markets, particularly India, citing improved ...

And I think the markets are going to not like this kind of uncertainty. But maybe it will be over soon. But it is a little nerve-wracking t...

Arvind Sanger believes largecap quality companies in India are good hiding places amidst speculative excess in mid and smallcaps. In the US...

Arvind Sanger, Founder of Geosphere Capital Management, discusses the impact of the potential US rate cuts on emerging markets. He notes th...

"Emerging market investors may have to do a bit of an adjustment now that the Fed rate hike is around the corner. But then again, we have b...

We have remained hopeful about the long-term growth prospects, says Sanger. Green shoots are visible, he adds.

The India outlook upgrade by Moody's will be more of a sentiment boost rather than any big catalyst for markets.

'It is frankly one of the most disappointing things that this government has done.'

'I think that as the economic cycle recovers and as loan growth comes back, banks will be the obvious columns in the Indian economy.'

'That is the range we are in and the earnings have not provided a breakout opportunity. However, we did not expect it to also.'

"Unless the global environment turns out to be surprisingly slow, at this point, with the recent RBI move, India is in a sell-on-rally situ...

FM has been proactively going out and visiting investors and more or less promising both fiscal discipline and a market-friendly budget.

On the global side, the US fiscal cliff has been temporally averted, but there is going to be some volatility in market, says Arvind Sanger.

"At this juncture, we do not see any fundamental change in the equity environment either for India or for global markets", Arvind Sanger sa...

Investors have to be assured that tax authorities are not going to ques either P-notes or Mauritius-routed investments, said Arvind Sanger ...