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...
19 Jun, 2015, 04.14 PM IST
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 ...
09 Jun, 2015, 03.56 PM IST
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.
25 May, 2015, 04.17 PM IST
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...
25 May, 2015, 09.46 AM IST
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.
16 Apr, 2015, 11.06 AM IST
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.'
09 Feb, 2015, 05.22 PM IST
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...
27 Jan, 2015, 04.49 PM IST
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.
15 Dec, 2014, 02.29 PM IST
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.'
09 Oct, 2014, 11.45 AM IST
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...
12 Aug, 2014, 05.24 PM IST
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.
27 Jun, 2014, 04.58 PM IST
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.
02 May, 2014, 03.53 PM IST
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...
27 Mar, 2014, 01.39 PM IST
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...
05 Feb, 2014, 03.14 PM IST
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. "
21 Oct, 2013, 11.11 AM IST
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."
16 Sep, 2013, 11.26 AM IST
- Indian market may outperform Asia: Hans Goetti, CIO, Finaport
In an Interview with ET Now, Hans Goetti, CIO, Finaport, gives his views on global markets with a special reference to Indian markets.
17 Feb, 2012, 03.45 PM IST