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BINAY CHANDGOTHIA
US equities, 10-year yields, dollar-yen to fall if election result is delayedU.S. equity markets could fall 5%-10%, "depending upon how bad the headlines get," Binay Chandgothia, portfolio manager at Principal Global...
Moody’s outlook lift a thumbs-up to Modi Govt’s growth push: Binay Chandgothia, Principal Global Investors"Moody's action is good; it is a positive for India. It vindicates the path India has lately taken. But we need to see on-ground changes."
See no room for negative surprise from ECB today: Chandgothia, Principal Global InvestorsIf the ECB says it is going to buy only 30-40 billion euros worth of bonds per month, it will surprise the market on the negative side, Bin...
Structurally India in a better place compared to other EMs: Binay Chandgothia, Principal Global Investors'There are quite a few positive changes there in terms of monetary policy environment, possible attempts to control inflation and fiscal ro...
Cyclicals present better growth opportunity over medium term: Binay Chandgothia, Principal Global InvestorsDiscusses the IT sector’s prospects and how India stands in the global market post the recent upsurge in stock values.
Probability of rate hike currently low in India: Binay Chandgothia, Principal Global InvestorsIndia has been a key beneficiary of global flows into emerging markets this year, not only in equities but also in fixed income.
H2 of 2014 to be better for developing markets than developed markets: Binay Chandgothia"EMs close to the end of monetary tightening cycle, but conditions are still not there for an allocation shift to emerging world from the d...
Market unlikely to sell-off much as Fed’s policy will be accommodative: Binay Chandgothia, Principal Global InvestorsIn an interview with ET Now, Binay Chandgothia, Portfolio Manager, Principal Global Investors, gives his views on the QE tapering, its impa...
Indian economy to benefit from softening commodity prices: Binay ChandgothiaIf global commodity prices come off, it is going to be good for the economy. It is going to ease off inflationary pressures and allow the R...
RBI may cut rates by 50 bps over 6 months: Binay Chandgothia, Principal Global InvestorsThe RBI will use that window to cut policy rates maybe once or twice, max 50 bps in two rate cuts, says Binay Chandgothia of Principal Glob...
- Indian market has outperformed despite slower growth: Binay Chandgothia, Principal Global Investors
While headline growth has come off, companies' results have not been as disappointing, says Binay Chandgothia, Principal Global Investors.
- Expect equities to deliver positive returns in 2012: Binay Chandgothia, Principal Global Investors
As the problems work through we believe that we are not headed towards recession in 2012. Valuations are extremely cheap.
- Markets will continue to be volatile in near term: Binay Chandgothia, Principal Global Investors
In an interview with ET Now, Binay Chandgothia, Portfolio Manager, Principal Global Investors, talks about the global and Indian markets.
- Recession 2011: Emerging market story is intact, says Principal Global Investors
In an interview with ET Now, Binay Chandgothia, CIO, Principal Global Investors, gives his views on what is happening globally and how woul...
- Coal India surges on debut, boosts view for share sales
Coal India shares soared as much as 39 per cent in their $3.43 billion IPO debut on Thursday as investors snapped up a stock.
- Market is very reasonably valued: Principal Global Investors
Chandgothia Binay, Chief Investment Officer, Principal Global Investors (Asia) in a chat with ET Now talks his perspective on broader India...
- 3G may generate extra surplus of Rs 20000 cr: Principal Global Investors
Chandgothia Binay, Chief Investment Officer, Principal Global Investors (Asia) in a chat with ET Now talks his perspective on what 3G holds...
- This may be the best time for yuan appreciation: Principal Global Investors
Chandgothia Binay, Chief Investment Officer, Principal Global Investors (Asia) in a chat with ET Now talks about the Chinese economy.
- Management of the Greece crisis is a postive beginning: Principal Global Investors
Chandgothia Binay, Chief Investment Officer, Principal Global Investors (Asia) in a chat with ET Now talks about the Greece debt crisis.
- Speculative capital flowing into China is a big concern: Principal Global Investors
Chandgothia Binay, Chief Investment Officer, Principal Global Investors (Asia) in a chat with ET Now talks about the Chinese economy.