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GEOSPHERE CAPITAL MANAGEMENT
Arvind Sanger warns US tariffs on India could exceed 20% without a strong dealAmidst ongoing trade negotiations, President Trump hints at potential 20-25% tariffs on India, while deals with the EU and Japan set preced...- Why have FIIs turned big sellers in the Indian market? Arvind Sanger answers“FIIs in general are a little bit risk averse as they see a probably more aggressive taper looming and are looking at places where they see...
- 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.”
- Here are 3 sunrise themes one can bet on: Arvind Sanger, Geosphere Capital ManagementArvind Sanger of Geosphere Capital Management lists 3 top sectors for the next 3 years.
- 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...
- 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...
- Global fund flows to remain favourable: Arvind Sanger, Geosphere Capital ManagementThe biggest positive data in the US has been strong employment growth but lack of any labour inflation as well as any other inflation.
- Reliance Industries looks oversold: Arvind Sanger"I guess leaving aside the gas side of the equation so the name like that is interesting but there are number of other bottom up names acro...
- 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.'
- GAAR proposal making FIIs nervous: Arvind Sanger, Geosphere Capital ManagementInvestors have to be assured that tax authorities are not going to ques either P-notes or Mauritius-routed investments, said Arvind Sanger ...
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