Actually, economic data going into from Q2 into Q3 has actually been reasonably good and has possibly surprised on the upside.

"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...

From the market point of view, there were not any nasty surprises and indeed the moderating tone of her language is consistent with the rat...

The markets would do fairly well, but again they would be very polarised in terms of their performance, says Sean Darby.

"The good news on the macro front is that actually inventories look relatively lean versus shipment and that generally shows a pretty good ...

We 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...

"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...

Hesitant to be overweight on India, need development of electricity generation sector to post 6% + GDP growth, says Sean Darby, Jeffries

In an interview with ET Now, Sean Darby, Global Head of Equity Strategy, Jefferies, gives his views on global markets and economies. Excerp...

All 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...

Sean Darby, Chief Asian Equity Strategist, Nomura says commodity prices will continue to advance, hence, risk for mkts may be on downside.

Sean Darby of Nomura says that FIIs are buying on the basis of economic reforms in India. He prefers Malaysia, Australia and Hong Kong curr...

The Indian companies will benefit from a big pick up in the US capex cycle.

No, not really I think these two very contrasting pictures being made by stocks in India or in China respectively.

Indian companies do have very good domestic franchises and I certainly wasn't casting any aspersions over the Indian domestic companies.

Well we had a preference in Asia at the moment for companies that have been much more good during global cyclical recovery.

People were overreacting to the use of gold as a hedge against inflation and deflation.