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GEOSPHERE CAPITAL
Oil shock fears ease, but $80-$90 crude may be the new normal: Arvind SangerOil prices may remain high for months, according to market expert Arvind Sanger. While extreme price surges are less likely, consumers shou...- Smart money sold early, dumb money kept buying: Arvind Sanger on Indian market trendArvind Sanger discusses India's market performance amid global economic uncertainties, highlighting the role of domestic actions by the gov...
- Outflow of DIIs are going to be biggest negative for market: Arvind Sanger, Geosphere Capital“Savings could move into the bond market, especially as bond yields have tightened.”
- Betting on specific stocks in 3 sectors: Arvind Sanger, Geosphere CapitalValue stocks, cyclical sectors and leveraged names could be huge winners, says Sanger
- January to be sluggish, waiting for Budget: Arvind Sanger, Geosphere CapitalWe would like to see how both the December quarter and the March quarter are looking in terms of how long this slowdown is going to last, s...
- All is well but where is the growth?: Arvind Sanger, Geosphere Capital ManagementThe challenge right now is finding areas where there is growth and not banking on the liquidity rally to drive perception that everything i...
- Financial themes look interesting to bet on: Geosphere CapitalSanger said that the worst for the economy may be over, and now that it was on the mend, the financial themes look quite interesting to bet...
- Bearish on oil and gas space: Arvind Sanger, Geosphere Capital Management“Decontrol” remains decontrol in name only and there is clearly a grave reluctance on the part of the companies to raise prices.
- No follow-through by government on market optimism: Arvind Sanger, Geosphere Capital Managementwhen you have an improvement in confidence, you see reasonably short order a follow-through in the economy and this time, this does not see...
- Gateway Distriparks to benefit if GST, freight corridors come up: Arvind Sanger"Well, it is so hard to estimate I have seen all kinds of numbers. People have thrown out numbers as high as it benefits GDP by 2% that is ...
- Crude is not being driven by stock market it is other way round: Arvind Sanger"Once you see the production cut backs and the supply responses then in a year’s time crude should settle in my opinion in the new normal w...
- Market waiting for government to take tough decisions: Arvind Sanger'I think what is frankly somewhat disappointing is that the government has made really no tough decisions.'
- See pockets of strength in auto sector: Arvind Sanger, Geosphere Capital Management'There are pockets of strength but they are more driven by end user consumption than they are by government policy making.'
- Government's dilly-dallying on gas price hike disappointing: Arvind Sanger'It is frankly one of the most disappointing things that this government has done.'
- India to gain from correction in crude oil and commodity prices: Arvind Sanger, Geosphere Capital Management'From a India standpoint, being an importer on the oil front, it is a positive sign to have this commodity price correction.'
- Fed's stand on interest rates could be biggest global macro turbulence causer in near term: Arvind Sanger, Geosphere Capital Management'The biggest risk that we are watching right now for India is how quickly the Fed goes towards raising interest rates.'
- Tough times ahead for investors: Arvind Sanger, Geosphere Capital Management'The only way domestics can take over is when you see signs that give people confidence that the economy is going to come back strongly.'
- Prefer private sector banks in the banking sector: Arvind Sanger, Geosphere Capital Management'I think that as the economic cycle recovers and as loan growth comes back, banks will be the obvious columns in the Indian economy.'
- We are currently in a trading range of 7500 to 7800: Arvind Sanger, Geosphere Capital Management'That is the range we are in and the earnings have not provided a breakout opportunity. However, we did not expect it to also.'
- Markets to remain range-bound for some time: Arvind Sanger, Geosphere CapitalThe markets -- between the global factors and the local factors – are going to be more range-bound than what I had hoped of, says Sanger.
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