Indian financials or the banks, especially HDFC are pulling ahead globally

Some of the bank stocks have gone down over 10 per cent following the leak.

"We are also looking at India and China to see what is the potential for fiscal stimulus and tax cuts"

The one important thing that equity investors should really focus on is the trend in the corporate bond market, says Schulte.

Equity benchmarks are widely expected to stage a recovery on Tuesday after weak Chinese PMI readings sent shivers down investors' spines on...

Schulte said that attention should be given to the ongoing unwinding of the oil & gas sector because billions of dollars of capex needs to ...

The Chinese share market collapsed 8 per cent after the manufacturing PMI showed a contraction, setting the tone for the rest of the year.

Tracking the recent strength in the dollar globally, the domestic currency fell to an 11-week low of 66.57 on Thursday.

The Fed has never raised interest rates during an election cycle; the elections this time will start within six weeks, says Schulte.

We are looking at a world where there is a full scale retreat in risk based upon economic conditions which are deteriorating very-very rapi...

We have had a lot of volatile numbers and we have had flash crashes in the fixed income market, equity markets and the FX market.

A majority of the people do not want to increase rates because the world is still extremely fragile, but there is no choice, says Paul Schu...

"There are many important indicators. Falling inflation was also an important element there. But reforms have been the most important facto...

'For Europe, deflation right now is a super dangerous phenomenon for a continent mired in a problematic corporate debt,' says Paul Schulte.

'India is pushing its luck. If you add up the CAD plus the budget deficit of India, you get a number which is far more severe than other EM...

For the risk and the return, the best bank to own right now in India would probably be SBI, says Paul Schulteo of China Construction Bank.

Sounding bullish on food industries and its supply chain, Lehman Brothers said the market for the same would grow tremendously in the next ...