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GEOSHPERE CAPITAL MANAGEMENT
EM investors have already adjusted to possibility of Fed rate hike in Dec: Arvind Sanger, Geoshpere Capital management"Emerging market investors may have to do a bit of an adjustment now that the Fed rate hike is around the corner. But then again, we have b...- PSU banks turn the corner, but valuations still not compelling: Arvind SangerThe asset quality, bad debt problems are not going to go away, but they will also not grow incrementally, says Sanger.
- Upside opportunities lie in select cyclical sectors; falling rupee to aid IT players: Arvind SangerSanger expects the domestic currency to head towards 65 against dollar over the next few months, which could be a tailwind for IT players.
- India not the only EM game in town: Arvind SangerWe have remained hopeful about the long-term growth prospects, says Sanger. Green shoots are visible, he adds.
- Sensex ends 118 points higher in volatile trade; Nifty above 8,250: what experts sayHopes of rate cut by the RBI, besides the government's strong defence of its approach to reforms seem to be injecting confidence into the m...
- Global deflation not going away in a hurry, and that is a positive for India: Geosphere CapitalDespite the upturn in crude oil prices, global deflation is not going to go away in a hurry, and that is a positive for India, he said.
- EMs’ continuing fear about Fed taper creating risk-off trade right now: Arvind Sanger, Geoshpere Capital Management'The fear (of tapering) continues in the emerging markets and that is what is creating the risk-off trade right now.'
- IT stocks have been a good bet on US economic recovery & weak rupee: Arvind SangerBetween the weak rupee and the stronger US recovery IT has been a good place to see visible and more comfortably predictable earnings growt...
- Remain cautious on power stocks for short term: Arvind SangerI remain sceptical that with the number of players who have entered into power equipment market whether there is enough opportunity in the ...
- General elections can revive economic growth in 2014: Arvind SangerThe big issue for India is the election and getting some certainty will give business confidence and cause the virtuous cycle in India to r...
- Positive on ICICI Bank, Axis Bank & select NBFCs: Arvind SangerThe financial sector is one that is going to be amongst the leaders in any kind of a domestic optimism about the domestic economy.
- Investors have been sanguine about tapering: Arvind SangerOne of the good things that happened is by having the child run or child balloon last summer, investors got more comfortable with the impli...
- Market may not see panic selling as tapering starts: Arvind SangerIn a chat with ET Now, Arvind Sanger, Managing Partner, Geoshpere Capital Management shares his views on market.
- QE taper likely to be gradual: Arvind SangerIn a chat with ET Now, Arvind Sanger, Managing Partner, Geoshpere Capital Management shares his views on US Fed tapering.
- Modi-led govt would be positive for market: Arvind Sanger, Geoshpere Capital ManagementThe recent poll data that has come out is supportive of some of the growing optimism in the market that this election might bring out.
- India should depend more on domestic investors, not foreign investments: Arvind Sanger, Geoshpere Capital ManagementOn the global side, the US fiscal cliff has been temporally averted, but there is going to be some volatility in market, says Arvind Sanger.
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