India at the cusp of multi-year bull-run; top sectors to ride the momentumTo play the rally, most analysts across brokerage firms are of the view that cyclicals are the best bet to ride the momentum.
Lower oil prices may ease inflationary pressures in India: Mark Konyn, Cathay Conning Asset ManagementAlthough the market has done well, it could still maintain its momentum albeit a little bit slower and move into next year on a positive no...
ECB rate cut will support global liquidity: Mark Konyn, Cathay Conning AMC"ECB has been the one central bank that has not increased its activity in the economy through quantitative easing and we are certainly clos...
Difficult to understand the full impact of Iraq crisis on global markets currently: Mark Konyn, CCAM"If we think about where that conflict is, it has been mostly in the north and the most of the supplies is in the south."
Global stimulus will continue to be a theme in 2014: Mark Konyn, Cathay Conning AMC"Although we have been hearing about a stimulus pullback in the US by the Fed, there is still a concern that it will initiate a sell-off in...
Moody's sets the mood on Street; will RBI give it a boost?Inflation looks like being reined in, World Bank sees a 6%+ growth and Moody's says a downgrade for India is not on the cards.
Prefer developed markets to EMs in H1 of 2014: Mark Konyn, Cathay Conning Asset Management"Inflation numbers suggest that the RBI has some room to pause a little bit in these tightening measures."
Asian investors anticipate further economic slowdown in India: FitchAccording to the survey, investor concerns were particularly focused on south Asia, with 80% of respondents anticipating a further economic...
Chinese economy stabilising is a positive: Mark Konyn, Cathay Conning Asset ManagementInvestors have been quite cautious of certain emerging markets, certainly those dependent on commodity prices, and those running current ac...
Budget 2012 will have a populist bias: Mark Konyn, StrategistThere will be a bias towards more populist measures but the government is somewhat constrained by the fiscal conditions at the moment in In...
- Difficult to predict bottom for markets at this level of volatility: Mark Konyn
In an interview with ET Now, Mark Konyn, CEO-Asia Pacific, RCM, talks about the market. Excerpts:
- Medium-term outlook positive for India: Mark Konyn
In an interview with ET Now, Mark Konyn, CEO of RCM Asia-Pacific, talks about the volatility and concern for the Asian markets.
- We expect more growth in Asia: Mark Konyn
In an exclusive interview with ET Now, Mark Konyn, CEO, RCM Asia-Pacific, gives his views on US retail sales numbers as well as Asian marke...