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RESEARCH JYOTIVARDHAN JAIPURIA
'FII holding in Sensex hits new high in Q3 at 23% of m-cap'Foreign institutional investors' holdings in 30 Sensex companies have reached an all-time high of over 23 per cent of the total market cap,...
Stock market to remain volatile ahead of F&O expiry and Budget 2015Stock market is expected to remain volatile during the week due to key events such as presentation of economic survey and General Budget, s...
Expect markets to double over next four years: Jyotivardhan JaipuriaThe aggregate data shows that emerging market funds are on an average overweight on India by 400 bps, says Jyotivardhan Jaipuria.
Expect 5-7% correction in market till October: Jyotivardhan Jaipuria, BofA-ML'Most of the global strategists thought there will be a dollar strength coming through, which can play out for the first half of the year, ...
Foreign investors overweight on India in a sizeable way: Jyotivardhan Jaipuria, BofA-ML CapitalWe track Gem Holdings and Ownership, and they have been overweight on India month after month for the past three years.
Don’t expect too many tax concessions from Budget 2014: Jyotivardhan Jaipuria, BofA-ML"It is not so much tax concessions which I would be looking at. It is what the government plans to kick start the economy, which is importa...
Expect Sensex to hit 27000 by the end of 2014: Jyotivardhan Jaipuria, BofA-ML"In the near term, after this big pre- and post-election rally, perhaps we will get into one of these consolidation phases where the market...
See markets going up further over next 6-9 months: Jyotivardhan Jaipuria, BofAML Capital"The markets will probably remain in a slightly expensive zone for the rest of the year, because we expect a turnaround in the economy only...
Budget 2014: Investors should wait for markets to correct before taking positions, says Jyotivardhan Jaipuria, BofA-ML"India is also down year to date because all EMs are down and for a lot of investors, EMs are not exactly the place to be in this now," Jai...
India is better off compared to other EMs as rupee has been stable: Jyotivardhan Jaipuria, BofAML"We are seeing emerging markets having outflows, we are seeing global equities having outflows and that is reflecting in India also."
Most of rupee's depreciation may be behind us: BofA-ML"In the near term, the rupee will likely be volatile with global events and the RBI will have to instill confidence in the market," Jaipuri...
Budget will not change the FIIs' view: Jyotivardhan Jaipuria, BofA-MLIt is now very well publicised that the FM said that for this year he will do a 5.3% fiscal deficit.
- There is money to be made in autos and banks: Jyotivardhan Jaipuria, BofAML Capital
In an interview with ET Now, Jyotivardhan Jaipuria, Head of Research at BofAML Capital, discusses the markets and the probable scenario goi...
- Inflation, rupee & high oil prices remain threats for the market: Jyotivardhan Jaipuria, Bank of America-Merrill Lynch Capital India
The market this year would be positive only because of the RBI action. Our view was that we will see rate cuts, says Jyotivardhan Jaipuria.
- No worries on the balance of payment front for India, says Bank of America Merrill Lynch
Bank of America Merrill Lynch (BofA) today said the worries about India's balance of payment (BoP) position are excessive.
- Banking’s got the headwind, to ride high on valuation
We think the banking sector will be an outperformer for the year. The sector is a play on the economy and will benefit from improving growt...
- Valuations may be high, but India growth story is secure, feel FIIs
Indian markets are looking expensive and the continued inflows are being driven more by a desire to avoid underperformance rather than conv...