Moody’s India upgrade is unlikely to make a big difference, says Geoffrey Dennis of UBS.

Sensex has fallen 1,300-odd points, ever since Prime Minister Narendra Modi announced demonetisation of high-value currency notes on Novemb...

“A much bigger risk for markets is we get the bond market wrong and if bond yields go sharply higher from here. That will be a major concer...

Indian Met department on Tuesday gave the good news everyone on the Street was dying to hear that the monsoon will be above normal in 2016 ...

Telling investors not to chase this rally in emerging markets

You need something more significant than just valuations to turn markets around and we are a little bit concerned about getting too constru...

"Fund managers and strategists like me will actually like to see the markets recoup their losses for the year and then we can perhaps start...

In a chat with ET Now, Geoffrey Dennis, UBS Investment Bank, says stronger oil price will mean more confidence in the global economy

Dennis said he would refrain from calling the Chinese economy very fragile. He rather prefers to define it a soft landing.

China's major stock index, SSE Composite Index plunged nearly 30% since June 12 including Friday's fall of 5.7 per cent.

The S&P BSE benchmark ended the day 146.99 points up at 28,092.79 after rallying as much as 180 points in intraday trade.

The S&P BSE Sensex surged over 150 points in trade on Friday despite muted trend seen in other Asian markets.

"Volatility in China is indicative of the sentiment in China itself. The index that FIIs look out has not come down as much as the other in...

Geoffrey Dennis of UBS Investment Bank believes that the situation in China is a matter of concern for emerging markets in the long term.

"We definitely think that investors should now be looking to add to their positions. We just do not see a longer-term pullback when it come...

'I fully expect India to, most likely, outperform other emerging markets in 2015,' says Geoffrey Dennis, Head of GEM Equity Strategy, UBS.

The target for Sensex is 18400 for the end of the year. That gives a bit of an upside, but we expect to see other emerging markets performi...