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JONATHAN GARNER
AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...- There’s no such thing as EMs any more; Morgan Stanley picks strongest stories including India: Jonathan GarnerMorgan Stanley's Jonathan Garner highlights India's robust economic resurgence, driven by strong GDP growth and easing monetary policies. H...
- India’s earnings slowdown cyclical, expect recovery by mid-year: Jonathan GarnerI think there is a minority opinion that this is a more structural slowdown in earnings for India. We do not agree with that. But there are...
- What can be the risk to the India bull case scenario? Jonathan Garner answersThere has been unprecedented heat in SoutheastAsia also over the last couple of months. So, I would highlight that as really quite a pressi...
- Bullish on DLF, L&T, Maruti Suzuki and RIL from Indian equities: Jonathan GarnerWe also like consumer discretionary and property. We are restricted, unfortunately, in talking about individual financial stocks but the na...
- We have a bull case target of around 86,000 for Sensex: Jonathan GarnerSo for India, that is not such a problem because the Indian economy, of course, is also doing very well. It is in a virtuous cycle of impro...
- 3 sectors Jonathan Garner is bullish on in near termWell, for stock markets what matters is that any kind of GDP growth outlook translates into a good corporate profit outlook and that is to ...
- India is a defensive market, our favourite along with Brazil: Jonathan Garner, Morgan StanleyFor Sensex, 45,000 is a reasonable one-year forward target, says Garner
- Morgan Stanley keeps positive stance on IndiaThe brokerage is overweight on EMs including Brazil, China, India, Indonesia and Singapore.
- Jonathan Garner on why Morgan Stanley is overweight on IndiaWe like the consumer and industrial space and we like financials stocks globally, says Garner
- We believe in cyclical recovery story in India: Jonathan Garner, Morgan StanleyThere are a number of positives & that’s why we are overweight on India: Jonathan Garner
- We are bearish on EMs, slightly overweight on India: Jonathan Garner, Morgan Stanley“India’s underlying business cycle is different from other economies and is in a recovery phase.”
- We are overweight on India and clients may stop reducing position now: Jonathan Garner, Morgan Stanley"Due to oil pressure, we would be very cautious about strategically re-engaging in India and EMs in 2019.”
- We are bullish on India, see Sensex at 34000 in June '18: Jonathan Garner, Morgan StanleyIndia is at the beginning of a loan growth cycle which should help the financials.
- India not as correlated with rest of global equities as in the past: Jonathan Garner, Morgan StanleyThere is a virtuous cycle in India where the corporates and the household sector can take on more leverage and organically grow and that be...
- China-A shares in MSCI Index not to impact India much: Jonathan Garner, Morgan Stanley"Some of the overweight position on Indian markets have changed, so people are 250 basis point less overweight than a year ago." Garner sai...
- Markets will pause till the actual delivery begins: Morgan Stanley's Jonathan Garner'Though India has improved on a relative basis, the expectation phase is over now', says Jonathan Garner, Morgan Stanley’s emerging market ...
- FIIs likely to support market in second half: Jonathan Garner, MD, Morgan Stanley"US economy itself re-accelerates in second half & ending of QE2 won't have much of an impact on EMs", said Jonathan Garner, MD, Morgan Sta...
- A spoiler called inflationAcross Asia, inflation and related expectations will push down growth and stock market performance.
- Cautious on the outlook for 2011: Jonathan Garner, Morgan StanleyIn an interview with ET Now, Morgan Stanley, talks about the equity markets and interest rate hikes, and shares his outlook for 2011.
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