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SEAN DARBY
Eurozone shares hit March highs on EU deal optimismThe broader pan-European STOXX 600 gained 1%, also hovering near March 5 high, amid growing optimism about a COVID-19 treatment after promi...- Watch this key metric in stocks to track virus recoveryMaintaining adequate levels of working capital is an immediate issue for companies.
- Facebook’s Libra will be propelled by India, Jefferies saysFacebook is taking advantage of low penetration rates in emerging markets.
- Positioning in global markets has turned bearish, volatility is here to stay: Sean Darby, Chief Global Equity Strategist, JefferiesActually, economic data going into from Q2 into Q3 has actually been reasonably good and has possibly surprised on the upside.
- See a fairly meaningful correction in markets at some point this quarter: Sean Darby, Jefferies"People can look out 18-24 months if they want to see better earnings growth. But for the interim period, a lot of the good news is already...
- Expect US Fed to change policy stance in December: Sean Darby, JefferiesFrom the market point of view, there were not any nasty surprises and indeed the moderating tone of her language is consistent with the rat...
- Indian economy starting to bottom out, markets to still remain choppy in 2014: Sean Darby, JefferiesThe markets would do fairly well, but again they would be very polarised in terms of their performance, says Sean Darby.
- Monetary conditions in US remain very-very buoyant: Sean Darby, Jefferies"The good news on the macro front is that actually inventories look relatively lean versus shipment and that generally shows a pretty good ...
- Expect Asian equities to perform better than bonds: Sean Darby, JefferiesWe suspect that the high oil prices will start to work in some of these economies as you had seen the fuel price subsidy is being removed i...
- Seeing a general liquidation of commodities globally: Sean Darby, Jefferies"Not only gold is being liquidated, this is a general liquidation of commodities and it is related not only just to copper, but also to agr...
- US fiscal cliff, EU crisis big challenges for 2013: Sean Darby, JeffriesHesitant to be overweight on India, need development of electricity generation sector to post 6% + GDP growth, says Sean Darby, Jeffries
- Earnings growth in India may deteriorate: Sean Darby, JefferiesIn an interview with ET Now, Sean Darby, Global Head of Equity Strategy, Jefferies, gives his views on global markets and economies. Excerp...
- Time to book profits in Indian markets: Sean Darby, JeffriesAll EM countries are going to be tested by higher oil prices. Not sure that we are going to continue to see gains, says Sean Darby, Jeffrie...
- Bullish on domestic consumption stocks in India: Sean Darby, Nomura HoldingsSean Darby, Chief Asian Equity Strategist, Nomura says commodity prices will continue to advance, hence, risk for mkts may be on downside.
- Underweight on India for now: Sean Darby, Chief Asian Equity Strategist, Nomura HoldingsSean Darby of Nomura says that FIIs are buying on the basis of economic reforms in India. He prefers Malaysia, Australia and Hong Kong curr...
- Indian IT cos will benefit from big pick up in US capex cycle: Sean DarbyThe Indian companies will benefit from a big pick up in the US capex cycle.
- Contrasting pictures made by stocks in India and China: Sean DarbyNo, not really I think these two very contrasting pictures being made by stocks in India or in China respectively.
- Reliance generating strong cash flow will get paid off: Sean DarbyIndian companies do have very good domestic franchises and I certainly wasn't casting any aspersions over the Indian domestic companies.
- Short on Ranbaxy, not long on Indian stocks: Sean DarbyWell we had a preference in Asia at the moment for companies that have been much more good during global cyclical recovery.
- Alcohol, gambling and tobacco better hedge than gold: Sean DarbyPeople were overreacting to the use of gold as a hedge against inflation and deflation.
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