Searched for
GAUTAM CHHAOCHARIA
Oil & gas, coal sector reforms a positive signal for investors: Gautam Chhaocharia, UBSThe government had to react to the coal issue. The oil deregulation again was helped by the global oil environment.
Don’t see any meaningful downside to markets going ahead: Gautam Chhaocharia, UBS'The earning estimates for both FY15 and FY16 of 15% plus should be met, which is why we are still constructive on the markets,' says Chhao...
Budget 2014: Expect government to continue to consolidate fiscally, says Gautam Chhaocharia of UBS"We are expecting 4.1% fiscal deficit number to be announced tomorrow as well as setting the stage for a more medium-term growth recovery."
Markets likely to come off from current levels: Gautam Chhaocharia, UBS"The Nifty at 5500 and below is what makes the absolute entry levels attractive."
Emerging markets are going back to where they were before tapering concerns: Gautam Chhaocharia, UBSGautam Chhaocharia, Head of India Research, UBS, shares his views on the current outlook of the emerging markets.
ITC still a top pick from a macro perspective: Gautam Chhaocharia, UBSGautam Chhaocharia, Head of India Research, UBS, shares his views on the auto sector.
Expect market to be range-bound till early next year: Gautam Chhaocharia, UBSGautam Chhaocharia, Head of India Research, UBS, shares his views on the market and some sectors.
Broader market sentiment is on the negative side: Gautam Chhaocharia, UBS"The macro worries are fairly well known and corporates have been negative on that aspect for the last three-four months," says Gautam Chha...
Investors following bottom-up approach in stock picking: Gautam Chhaocharia, UBSPost-festive season or festive season should bring the first signs of revival in consumer demand, says Gautam Chhaocharia, UBS.
See Nifty trading between 5600-6400 levels for next few months: Gautam Chhaocharia, UBSTo move beyond this trading range, the markets will need clearer signs of recovery in terms of growth coming back, says Gautam Chhaocharia.
Expect profit taking and consolidation in Indian markets: Gautam Chhaocharia, UBSAfter a good move up, the markets cannot continue to move up in a straight line and you will have profit taking, says Gautam Chhaocharia, U...
Expect Budget 2013 to be more market friendly: Gautam Chhaocharia, UBS"The budget could be market-friendly in terms of having a more fiscal consolidating kind of numbers being thrown out," says Gautam Chhaocha...
Expect budget 2013 to be more market-friendly than expected: Gautam Chhaocharia, UBSLooking at the one year ahead scenario, it does apply 10%-12% upside from current levels, says Gautam Chhaocharia, UBS
Positive on Indian markets currently, Rupee weakening to weigh: Gautam Chhaocharia, UBS"The rupee has weakened and our currency strategist’s view from a global perspective has been negative on the rupee", Gautam Chhaocharia sa...
- RBI policy should act as catalyst for continuation of positive sentiment: Gautam Chhaocharia, UBS
"The rate cycle does help that sentiment. So indirectly it does benefit the investment cycle, but directly it is not that significant," say...
Recommend defensive strategy at this point: Gautam Chhaocharia, UBSThis year we have not seen a lot of Asia portfolio managers putting in a lot of money into India: Gautam Chhaocharia, UBS
- Current market scenario unlikely to sustain over long term: Gautam Chhaocharia, UBS
"The local fundamentals look really tough for India, both political as well as economic, despite all the hopes around," says Gautam Chhaoch...
- Stay defensive on Indian markets, reforms still some quarters away: Gautam Chhaocharia, UBS
In a chat with ET Now, Gautam Chhaocharia, Head of India Small/Mid-cap Research, UBS, shares his views on the likelihood of policy reforms ...
- Negative view on Indian markets for next 2-4 months: Gautam Chhaocharia, UBS
In an interview with ET Now, Gautam Chhaocharia, Head of India Small/Mid-cap Research, UBS, shares his outlook Indian markets. Excerpts:
- Political and regulatory stability will be key for attracting FIIs: Gautam Chhaocharia, UBS
"Stability in terms of political and regulatory noise over next couple of quarters will be key for attracting significant amount of capital...