There could be a Fed rate hike in Sept but after inflation numbers on Friday, even that likelihood appears less

In this region, we have some of Chinese names or more internet related names doing very well.

The US FBI on Friday said it was investigating fresh emails that might be related to Clinton's use of a private email server when she was S...

India probably or arguably is the strongest of any of the big markets here in Asia but even in other Asian markets, China for that matter, ...

Inflation alone and the data we are going to get this week is very likely to have the Fed act in due course, in September.

From its bottom of $27.10 hit on January 19, Brent crude has managed a stupendous rally of 65%, though it is still far away from the Novemb...

Towards the end of the year, Indian markets can expect even a double-digit earnings increase. There are not many markets in the world that ...

The GDP data is backward-looking; it is already behind us; we do expect a slowdown to around 6 per cent, says Issel.

Given how euro and yen have behaved recently, we believe that the Fed is going to come with something more dovish tone, says Issel.

If you just look at the price to book multiples on the equity side, they came very close to the levels we saw under great financial crisis,...

Anyone who is concerned about the effects of a Fed rate hike has already more or less positioned himself, says Issel of UBS Wealth Manageme...

We need to distinguish two things here. One is pullbacks - some people call it volatility. We need to take a step back, say five years.

"From a risk-reward perspective, the first place in China that we would look at is indeed the high yield side, and not so much the equities...

"I would be surprised if anybody makes a bolder call than what they have already made in the statement. It is likely to be a non-event," he...

"I see one interest rate cut by the RBI each quarter. If they do it very early in the quarter, it would be a bit premature."

Nifty now commands 16 times forward P/E multiple, and still a far cry from almost 18 times multiple after 2009 elections.

We are fairly constructive with an overweight on US equities and we have a fairly constructive view on Japan and also on the equities.