There has been unprecedented heat in SoutheastAsia also over the last couple of months. So, I would highlight that as really quite a pressi...

We also like consumer discretionary and property. We are restricted, unfortunately, in talking about individual financial stocks but the na...

So 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...

Well, for stock markets what matters is that any kind of GDP growth outlook translates into a good corporate profit outlook and that is to ...

For Sensex, 45,000 is a reasonable one-year forward target, says Garner

The brokerage is overweight on EMs including Brazil, China, India, Indonesia and Singapore.

We like the consumer and industrial space and we like financials stocks globally, says Garner

There are a number of positives & that’s why we are overweight on India: Jonathan Garner

“India’s underlying business cycle is different from other economies and is in a recovery phase.”

"Due to oil pressure, we would be very cautious about strategically re-engaging in India and EMs in 2019.”

India is at the beginning of a loan growth cycle which should help the financials.

There is a virtuous cycle in India where the corporates and the household sector can take on more leverage and organically grow and that be...

"Some of the overweight position on Indian markets have changed, so people are 250 basis point less overweight than a year ago." Garner sai...

'Though India has improved on a relative basis, the expectation phase is over now', says Jonathan Garner, Morgan Stanley’s emerging market ...

"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...

Across Asia, inflation and related expectations will push down growth and stock market performance.

In an interview with ET Now, Morgan Stanley, talks about the equity markets and interest rate hikes, and shares his outlook for 2011.