Searched for
GEOFF LEWIS
Modinomics or RBI can’t bring in fast results: Geoff Lewis, economistLewis says investors should not expect any faster timetable for India, even then it is set to be one of the larger emerging markets.- Global economy to improve in H2; EM fund managers may rotate money to India from China: Geoff Lewis, independent economistGeoff Lewis, economist and market strategist, talks about the reasons behind the commodity slump and the fundamentals of the Indian market.
- Don't see commodity prices rebounding soon; fall good for India: Geoff Lewis"I do not think commodity prices are going to rebound strongly anytime soon. It is just difficult to see the conditions that could produce ...
- MSCI deferring inclusion of China A shares was warranted; value coming back to India: Geoff LewisForeign investors will think that value is coming back to the Indian markets, so I don't see large outflows from India, says Lewis.
- Indian markets to remain favourable among global investors: Geoff Lewis"As long as we start to see the macro fundamentals flowing through on the earnings front, will keep India on top of every foreign investor’...
- See India continuing to attract inflows in 2015 due to sound fundamentals: Geoff Lewis, JPMorgan AMC"Among emerging markets, the winners would definitely be from Asia in 2015. We will be sticking to markets with scale, which include India,...
- Don’t see many changes to US Fed’s stance anytime soon: Geoff LewisIndia is in a good position and it has reasonably strong domestic growth drivers. It has new policies under Modinomics.
- Happy to be overweight on Indian markets, fundamentals look strong: Geoff Lewis, JPMorgan AM"Fundamentals for India do look particularly good and foreign institutional investors are particularly looking at the larger emerging marke...
- Looking forward to a business-friendly government which implements reforms: Geoff Lewis, JPMorgan AMWe are looking forward to a business-friendly, energetic new coalition, led by the BJP, which will push forward the next stage of India’s e...
- Narendra Modi a big influence on stock markets: Geoff Lewis, JPMorgan AMInvestors are hoping that there will be change in govt in India and a more reform-minded administration, led by the BJP, will come to power...
- Indian markets are still reasonably priced: Geoff Lewis, JPMorgan AM"For longer-term investors Indian markets offer good entry levels and we might see a return of the Modi bandwagon, ahead of April which wil...
- QE tapering will cause a blip in the market: Geoff Lewis, JPMorgan AM"The tapering is a short number of months away and that is what the market needs to accept."
- There is likely to be another rate hike in coming months: Geoff Lewis, JP Morgan AMCThe new RBI governor is determined to confront inflation, but it is difficult for him because the economy is in a slow-growth mode, says Ge...
- Fed’s decision will be data-dependent going ahead: Geoff Lewis, JP Morgan AMC'The Fed may be digesting the data for the fourth quarter. Also, we have the fiscal issues, which will reappear in February'
- FII inflows to support Indian equities: Geoff Lewis, JP Morgan AMCThe share of money marching into India has never been greater. This seems to be a vote of confidence by FIIs in the secular Indian growth s...
- Confident of India's long-term economic prospects: Geoff Lewis, JPMorgan AMCMeasures by the govt to improve infra investment & reduce inflation would generate renewed interest amongst FIIs, said Geoff Lewis of JPMor...
- India currently a stock picker's market, slowdown priced in: Geoff Lewis, JPMorgan AMCGeoff Lewis, Head-Investment Services, JPMorgan AMC, talks to ET Now on the domestic equity markets and the Asian markets.
- Focusing on domestic-oriented sectors in Asia: Geoff Lewis, JPMorgan AMCPeople are looking for some measures to reduce the fiscal deficit over time during the Union Budget. Government needs to attract savings fr...
- Expect 2012 to be a better year for equities than 2011: Geoff Lewis, JPMorgan AMCWe continue to see reasonable growth in the emerging markets, says Geoff Lewis, Head of Investment Services, JPMorgan Asset Management.
- Value will come back to the Indian markets: Geoff Lewis, JP Morgan Asset ManagementWe believe India is a great long-term story and that value will be coming back to the markets, says Geoff Lewis, JP Morgan Asset Management.
Load More
