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CATHAY CONNING
India at the cusp of multi-year bull-run; top sectors to ride the momentumTo play the rally, most analysts across brokerage firms are of the view that cyclicals are the best bet to ride the momentum.
18 Nov, 2014, 04.02 PM IST
Lower oil prices may ease inflationary pressures in India: Mark Konyn, Cathay Conning Asset ManagementAlthough the market has done well, it could still maintain its momentum albeit a little bit slower and move into next year on a positive no...
18 Nov, 2014, 02.29 PM IST
ECB rate cut will support global liquidity: Mark Konyn, Cathay Conning AMC"ECB has been the one central bank that has not increased its activity in the economy through quantitative easing and we are certainly clos...
05 Sep, 2014, 11.53 AM IST
Global stimulus will continue to be a theme in 2014: Mark Konyn, Cathay Conning AMC"Although we have been hearing about a stimulus pullback in the US by the Fed, there is still a concern that it will initiate a sell-off in...
24 Feb, 2014, 06.44 PM IST
Moody's sets the mood on Street; will RBI give it a boost?Inflation looks like being reined in, World Bank sees a 6%+ growth and Moody's says a downgrade for India is not on the cards.
16 Jan, 2014, 01.27 PM IST
Prefer developed markets to EMs in H1 of 2014: Mark Konyn, Cathay Conning Asset Management"Inflation numbers suggest that the RBI has some room to pause a little bit in these tightening measures."
16 Jan, 2014, 10.59 AM IST
Asian investors anticipate further economic slowdown in India: FitchAccording to the survey, investor concerns were particularly focused on south Asia, with 80% of respondents anticipating a further economic...
03 Oct, 2013, 01.41 PM IST
Chinese economy stabilising is a positive: Mark Konyn, Cathay Conning Asset ManagementInvestors have been quite cautious of certain emerging markets, certainly those dependent on commodity prices, and those running current ac...
03 Oct, 2013, 01.08 PM IST