Markets seem to be moving higher on the assumption that any Fed tapering will not start until March at the earliest, say analysts.

"We would not buy India Inc wholesale, but we do think that the market sell offs provide attractive entry points", says Masha Gordon.

"We think the market will remain quite fragile and therefore need to pick up our spots in terms of finding value to have a further convicti...

We have seen the trough in the inflation and expectations should start gradually building up, says Masha Gordon, PIMCO

The ratings agency said the recent reform measures would not change the outlook, because the fiscal deficit would likely still exceed the c...

We still remain underweight because we see modest scope for a significant policy action in the near term, but we remain clearly very keen o...

Masha Gordon of PIMCO says that concerns remain on whether policy initiatives will be able to address the problem of fiscal deficit.

In an interview with ET Now, Masha Gordon, Head-EM Equities, PIMCO, gives her views on Indian market.

India has suffered from inflationary pressures but has fewer imbalances, says Masha Gordon, Executive VP & EM Portfolio Manager, PIMCO.

Valuations in India have improved. Its premium to global emerging markets has halved from some 30% to 16%, says Masha Gordon, PIMCO.