Markets will look at Greece with risk-off perspective: Tai Hui, JP MorganBut if there is some liquidity squeeze, then it’s unlikely that Indian markets will be spared from the volatility, says Tai Hui.
Recent correction convinces us that investors should take position in Indian equities: Tai Hui, JPMorgan AMCompared to other emerging markets such as China, Brazil, Russia, India’s momentum is still looking relatively more optimistic.
Advise investors to shift from fixed-income assets to equities: Tai Hui, JPMorgan Asset Management"In terms of fixed income, there are question marks on the medium-term outlook. But the equities or earnings outlook seems to be favourable...
FII flows into domestic equities to be around $15-20 bn in 2015: Hui, JP Morgan AMEven as the $40 bn-mark may be bit difficult to achieve in 2015, I am confident that FII flows could be $15-$20 bn for the equity market, H...
See markets moving sideways as we approach year-end: Tai Hui, JP Morgan AMC"I suspect a lot of domestic factors will start to creep in now. We may not see huge amounts of upward momentum for the Indian market."
Bullish on Indian markets for the next 6 to 12 months: Tai Hui, JPMorgan AM' India has clearly been a strong performer compared to the rest of emerging markets and for good reasons, the change in the political land...
Favourable Budget could renew market optimism: Tai Hui, JP Morgan Asset Management"Timing wise, there is a possibility that the budget could be the next trigger. I think the kind of policies in the budget will be crucial."
2014 general elections to be key watershed for Indian markets: Tai Hui, JP Morgan Asset Management"Elections are absolutely critical. Whether the new leading party has a strong nucleus in the coalition would be crucial."
Place Indian equities in the middle of EM pack: Tai Hui, JPMorgan AM'More clarity on political developments may see investors being more optimistic on India, as we approach the middle of 2014.'
India's market rally is not sustainable: Tai Hui, JP Morgan AMCWith the macroeconomic climate yet to make a firm turnaround, the market may correct in the next three to six months, or even earlier, says...
Slow economic momentum, political risks weigh on Indian markets: Tai Hui, JPMorgan"If you look at the developed markets, there is certain earnings momentum supporting the performance."
More correction likely in Indian markets in near future: Tai Hui, JPMorgan AMC"We may see some more disappointment in earnings and that could put a bit more pressure on the Indian equities in the short term," says Tai...
ECB & BoE serious about keeping liquidity easy in Europe: Tai Hui, JP Morgan Funds'The financial risk in Europe has been significantly reduced because of the ECB’s pledge to do whatever they can to maintain financial stab...
Expect Indian market to end 2013 on higher note: Tai Hui, JPMorgan Asset Management"The upside risk to Indian economy is larger than downside risk in my view and if you look at the investment growth of GDP components," Tai...
Equity outlook for India more positive on cheap valuation: Tai Hui, JPMorganThe combination of cheap valuation and a better economic outlook are the reasons why the equity outlook for India is more positive, says Ta...
Plenty of bargains out there in Indian economy: Tai Hui, JPMorganThere are plenty of bargains in India and combined with a moderately better economic outlook, India could be one of the better performers i...
- Indian equity markets attractively valued: Tai Hui, JPMorgan
Market confidence in Euro zone has improved on the back of a positive aggressive action by the European central bank.