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HANS GOETTI
Markets more comfortable with prospect of higher rates now: Hans Goetti, Banque InternationaleThe whole mix is very much, at least in the near term, in favour of India.- Margin debt has really spooked the Chinese, market detached from economy: Hans Goetti, BIL"The margin debt, which has spooked them, is about 9.5 per cent of total market cap and that is something that is very hard to correct."
- Not much correlation between Indian and Chinese markets; India very appealing 3-5 yr story : Hans Goetti, BILWe don't really see a correlation between China and India. China has a lot of momentum. It is going up because retail investors are piling ...
- Lot of froth and borrowing in China market, bigger correction likely: Hans Goetti, BILThe reason foreign investors want to be in India is because India is a three-five year growth story. China has been driven by a lot of spec...
- India most attractive story in Asia, but momentum in China right now: Hans Goetti, BIL'GDP growth is okay, but in India, monetary policy is probably too restrictive. With the inflation coming down, we see RBI moving probably ...
- Chinese equities have near-term momentum, but India can catch up in 6-12 months: Hans Goetti, BILChina has a bit more near-term momentum but it does not mean that India cannot catch up sometime in the next 6 to 12 months.
- Valuations on the higher side, but India remains an attractive story in the long term: Hans Goetti, BIL"Over the next few months there is going to be some kind of a sideways range trading pattern but the fundamentals remain intact," added Goe...
- India has its own growth story; attractive for foreign investors: Hans Goetti, BILThe whole fundamental backdrop is positive. That is absolutely clear because India is a standalone growth story with little impacted by Fed.
- India is a standalone growth story: Hans Goetti, BIL'It is a standalone growth and restructuring story. So we remain positive on India and it is a great buying opportunity.'
- India a growth story by itself with global factors playing only a limited role: Hans Goetti, Asia BIL"It is not outrageously expensive; we can look forward to earnings growth over the next few years. The resumption of an investment cycle al...
- Long-term story for India remains intact: Hans Goetti, BILDeclining crude oil price actually is bullish for India as there is no other way to explain this.
- US Fed is likely to keep rates lower as long as possible: Hans Goetti'There will be a few changes there. So the first interest rate hike will come later rather than sooner.'
- Global market rally will continue till central banks are supportive: Hans Goetti, BILThere are lot of projects stuck in bottlenecks, foreign and Indian investors as well, want to see those projects getting expedited, says Ha...
- Global investors will continue to be overweight on Indian equities: Hans Goetti, BILThe Fed is tapering, but still interest rates are near zero. So this is a supportive environment for equities, says Hans Goetti.
- Market keen to know when FED will tighten policy:Hans Goetti, Head of Investment Asia, Banque Internationale à LuxembourgThere is still a lot of work to be done and of course, we have to wait for the election outcome to see how effective this coalition will be.
- US market is in a corrective mode, especially IT stocks: Hans GoettiThe US market is in a sort of corrective mode and maybe not expressed in the indices, but you see certain groups, especially IT, and some o...
- Overweight on global equities, expect single-digit returns in 2014: Hans Goetti"In India, equities are quite reasonably priced and we think there is a chance that money will flow back in, but not any time soon. We rema...
- Complacency has creeped into global equities: Hans Goetti, Finaport"Tapering is pretty much off the table for this year and it probably remains a 2014 story. "
- Expect market reaction to QE tapering to be muted: Hans Goetti, Finaport"India has had a very good rebound and it is probably a bit overbought in the near term."
- Indian market may outperform Asia: Hans Goetti, CIO, FinaportIn an Interview with ET Now, Hans Goetti, CIO, Finaport, gives his views on global markets with a special reference to Indian markets.
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