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GEOFFREY LEWIS
In short-term, it may be a sell in May: Geoff Lewis, Manulife Asset ManagementWe should not be too pessimistic about non-US equity markets like India, China and emerging Asia.- Animal spirits back in markets: Geoffrey Lewis, Manulife Asset ManagementSo far, US data like industrial production and consumption has all been okay.These high expectations can be maintained for some time, says ...
- Cost of capital rising a sign of normalising economy: Geoffrey Lewis, Manulife Asset Management“It is going to be quite a while until we actually have real concrete information on Trumponomics. Until that time comes, markets are facin...
- This rate cut was justified: Geoffrey Lewis, Manulife Asset Management“I do not think we will be see a succession of rate cuts but this one was justified by the good inflation data”
- US in a better place than any of the other major economies: Geoffrey Lewis, Manulife Asset Management"As long as the markets are convinced that the Fed is going to just proceed in a very gradual gentle way and as long as the data supports, ...
- Oil price will probably be higher at the end of the year: Geoffrey Lewis, Manulife Asset ManagementInvestors have certainly come back to the emerging markets. They have been back in favour and the World Bank and IMF are showing that emerg...
- Brexit is not like the Battle of Waterloo, fears exaggerated: Geoffrey Lewis, Manulife AMCIn case of Brexit, there will be a lot of market volatility but the economy will not collapse.
- Don't go overboard in this market, even BoJ can play party-pooper on Dalal StreetThe domestic equity market is shedding its inhibitions as it moves to wipe out the losses of the calendar year. The rally has been fed larg...
- Rupee depreciates for third successive day, down 23 paise to 66.72 vs dollarThe domestic currency had declined 9 paise to close at 66.49 on Friday on persistent dollar demand from banks and importers for the US curr...
- Go with the flow and stay with market exposure for now: Geoffrey Lewis, Manulife Asset ManagementI would not be particularly bullish on industrial commodities on a 12-month view, not in view of a continuation of a sluggish global econom...
- China has enough room to offer stimulus to its slowing economy: Geoffrey LewisChinese authorities can easily cut taxes, they can easily raise the central government deficit, they have room to ease monetary policy, say...
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