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GAUTAM CHHAOCHHARIA
Investors not quite sure markets have passed the Strait of HormuzMarkets are cautiously optimistic after a US-Iran ceasefire. Investors are watching fourth-quarter earnings and crude oil prices closely. F...- Bullish on India until we see negative impact of demonetisation: Gautam Chhaochharia, UBSThe upside, downside can be quite wide depending on how demonetisation plays out and depending on how the policy response is, Chhaochharia ...
- Near term India story is one of disappointment but medium-term story is intact: Gautam Chhaochharia, UBS"The macros are very, very robust. India’s fundamentals are intact, the long term story looks very, very good to us but the near term surpr...
- GST Bill a huge sentiment positive for markets: Gautam Chhaochharia, UBSIn an exclusive chat with ET Now, Gautam Chhaochharia of UBS, says the GST passage comforts around the longer term growth potential being r...
- Market complacent about potential changes in upcoming Budget: Gautam Chhaochharia, UBSIn a chat with ET Now, Gautam Chhaochharia, ED & HoR - India, UBS, says is worried about expectation surrounding high interest of near term...
- Earnings downgrade cycle not yet over; overweight on telecom, pharma stocks: Gautam ChhaochhariaDespite continuous earnings cuts over last four-five years, we see some more earnings downgrades going ahead, says Chhaochharia.
- It will take time for lower rates to make the market grow sustainably: Gautam Chhaochharia, UBS" If we are looking at from a two-year perspective, obviously this sets the base for a more sustainable recovery."
- Don't read too much into ongoing fall in markets; maintain Nifty target of 8,600 for CY15: Gautam Chhaochharia, UBS Securities IndiaIndian markets have been outperforming emerging markets in Asia, so this is one-day move and you should not read too much into that.
- Nifty looks attractive at current levels: Gautam Chhaochharia, UBSIn the context of a Nifty target of 9200, current levels are definitely much more attractive than they used to be three-four months back.
- India is in a sweet spot in terms of FII flows: Anant Shirgaonkar, UBSFIIs would want to see is a bit of more reforms from the government, a bit of more action in the Parliament wherein key bills get pass thro...
- Don’t see Budget 2015 impacting markets substantially: Gautam Chhaochharia, UBS"But if the Budget 2015 sticks to the fiscal consolidation path, then it would broadly be in line with what the markets are expecting."
- Macro data to be crucial for markets in 2015: Gautam Chhaochharia, UBSIndia is not lightly positioned amongst foreign investors also. Most of them are already reasonably overweight India.
- Expect Nifty to touch level of 6,900 by year-end: Gautam ChhaochhariaIf the market starts seeing a positive election outcome - either real or anticipatory - then that is a number the market could look at, he ...
- We remain bullish on L&T and BHEL, says Gautam ChhaochhariaThe building blocks for investment cycle was the key reason for us remaining positive on these two names and these two stocks have done wel...
- Not bullish on Reliance, ONGC top beneficiary from oil and gas space: Gautam ChhaochhariaWe are not bullish on Reliance because of the gas price hike, but we are positive on the rest of the business contributing positively over ...
- Expect market to touch 6300-6400 if global markets are supportive: Gautam Chhaochharia, UBS"It is unlikely that the markets will start to price in completely a positive electoral outcome before that outcome actually happens."
- Overweight on IT, Infosys top pick in near-term: Gautam Chhaochharia"We are overweight on IT and Infosys is top pick in the near term, while TCS is a safe bet from longer term."
- Mahindra, Tata Motors and Maruti our top four wheeler picks: Gautam ChhaochhariaMahindra, Tata Motors and Maruti our top four wheeler picks, but for different reasons, says Gautam Chhaochharia of UBS.
- See upside for IT sector: Gautam Chhaochharia, UBS"The top picks for us are Infosys and TCS. We remain overweight on broader IT services."
- Markets to correct on profit booking in short-term: UBS'The policymaking environment will be better post-elections and election getting over is a bigger overhang behind us rather than the outcom...
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