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BHANU BAWEJA UBS
Indian bonds could offer better returns than stocks in near term: Bhanu Baweja, UBS BankI'm not sure the worst is over for the markets yet, as the base case for tariffs remains a difficult question. It's also possible that reci...- Chart a course or watch it burn: Treasury Chief Scott Bessent warns Donald Trump as tariff turmoil threatens to cripple global markets and sink the economyTreasury Secretary Scott Bessent warns US president Donald Trump that the stock market will continue to spiral unless he sets clear goals f...
- Trump tariffs fallout! Crude oil prices hit 5 month low, plunge up to 8% to slip below $70 bbl markCrude oil prices for Brent and WTI benchmarks dropped below $70 per barrel after Trump's tariff announcements sparked fears of a global tra...
- Not FIIs, but retail investors may turn out to be the biggest headache for market"Increasingly, the Indian market has been driven by local, not foreign flows. These local flows, in turn, had been driven by a shift away f...
- Many retail investors entered at elevated levels: Bhanu BawejaUBS Investment Bank's chief strategist Bhanu Baweja's base case for Nifty has been 16,000 for some time but he said risks around that base ...
- UBS reasonably defensive on India in the global context: Bhanu BawejaGlobal markets could be deep in bear market territory if the coronavirus outbreak continues over the next three months, says the chief stra...
- In the short term, fixed income will score over equities in India: Bhanu Baweja, UBSWe are not far from a global recession right now and certainly very close to a European recession.
- These five shocks could thwart two-year emerging-market rallyGoldman Sachs Group Inc. says records for global stocks imply a higher risk for a market retreat.
- Why the lazy approach to emerging market investing may cost investors moneyAbout 40% of the passive equity flow that has exited emerging markets since 2013 has returned in just the last six months, according to an ...
- Risk factor: Yuan at new 5.5-year low in reminder of August 2015; pray PBoC is not at itPost Brexit, as the dollar index gained 2.32%, the renminbi has fallen 1.4% to the dollar, hitting a five-year low of 6.66 from 6.39 on Aug...
- Rupee appreciates 15 paise to 67.53/$ on firm Asian cuesThe domestic currency had closed higher at 67.68 against the greenback on Wednesday on account of dollar selling by banks and exporters.
- Sticking to EM will be penny wise pound foolish: Bhanu Baweja, UBSIn equity universe it is going to be very difficult for EM to outperform developed markets over any sensible time like a year. We are in a ...
- Earnings profile likely to improve next year: Bhanu Baweja, Head, EMs cross asset strategy, UBSWe expect the RBI to cut rate by 25 bps in this fiscal year and if the weather does not create a problem there is possibility of further cu...
- Rupee seen headed towards 66, but experts rule out 70/$"We expect rupee depreciation and would reiterate our view that the dollar-INR pair is likely to see 65/66 levels," says Shardul Kulkarni.
- Rupee to hit 70, or will it stabilise? Experts starkly dividedCLSA and UBS see the rupee depreciating to 70 levels against dollar, even as others feel the currency would probably stabilise at 62-64.
- Expect earnings growth to pick up in EMs to 7-8%: Bhanu Baweja, UBS Investment Bank"The gains are not going to come from multiple re-rating, they are going to come from modest earnings growth," says Bhanu Baweja.
- Monetary policy can only limit damage, not cure problems: Bhanu Baweja, UBSThe failure is not surprising because the problem in the economy of which rupee is only a manifestation has got nothing to do with monetary...
- Emerging market slowdown is going to be structural in 3-5 years: Bhanu Baweja, UBSEmerging markets debt can continue to outperform developed markets debt, whereas emerging market equities on a one to two-year view may not...
- Expect rupee to breach 57-58 levels vs dollar this year: Bhanu Baweja, UBSIndia’s expenditure has not only been large but more importantly it has been unproductive.
- High probability of India's downgrade in next 3 to 6 months: Bhanu Baweja, UBSThe equity market is not trading as if all the bad news is baked in. We are unable to address fundamental issues of government expenditure,...
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