GST bill proves that Modi government has political power: Krishna Memani, Oppenheimer FundsIn an exclusive chat with ET Now, Krishna Memani, CIO of Oppenheimer Funds, says that the government has the desire to implement those thin...
Euro more likely to stay around these levels: Ewen Cameron Watt, BlackRockThings will not get worse for Euro unless there is a political breakup of the European Union and we are far away from that
A lot more downside potential for pound and UK assets: Jane Foley, RabobankEuropean officials have a lot of work to do in order to try and keep that system coherent and if they do not, then over the next few years ...
Jim O'Neill is proud of all his BRICsIndia is now on a relative basis entering a sweet spot compared to China.
2016 will be a year of stabilisation, long and low growth: Bill Street, State Street Global Advisors"We have to be wary of how we manage the volatility and returns and ensure that we get good, risk-adjusted returns to our clients."
Expect low returns across asset classes, and more volatility in 2016: Lucy MacDonaldIt is not going to be an environment where one can just buy an index fund and expect it to do well.
A 5-10% appreciation in dollar may weigh in on emerging markets: Nikhil Srinivasan, GeneraliEMs still faces challenges in terms of economic growth; what you have to watch next year is the movement of dollar, says Srinivasan.
Inflation will hit growth, dent West's confidence in resilience of Indian economy: Jerry Webman" There is a lot of concern about the monsoon and what happens to food price inflation. That is a much bigger issue in India. "
Budget 2015: FM needs to keep taxation sweet & simple to boost markets, says Deutsche BankDeutsche Bank's Sanjeev Sanyal wants Finance Minister Arun Jaitley to give up on the plan and non-plan expenditure format for the upcoming ...
Indian market may correct if Modi doesn’t come into power: Sam Mahtani, F&C Asset ManagementIf Mr. Modi comes into power, the market could continue to perform quite strongly. So this year we could see higher returns than our origin...
Expect current market rally to continue in 2014: Mark Mobius"A ratings downgrade may even help the BJP because it will highlight the failings of the Congress party."
2014 will be exciting year for India: Jim O’Neill'Since Modi could get a lot of things done in Gujarat, therefore, in theory, it is expected he can take that to the national stage and show...
India is not a cheap market, currently underweight on equities: Arjun Divecha, GMO"The countries that are growing faster, typically when you buy into them, already have high PE ratios or valuations," said Arjun Divecha, C...
- US downgrade is possible: Saker Nusseibeh, Hermes Fund Managers
"The US is not going to have the old growth of 3%-4%, but they will have 1.5% to 2% and 2% is much better than people have here."
Expect China, Brazil to do better in 2013: Chris Palmer, Henderson Global InvestorsMonetary policies in themselves do not appear to have generated much inflation, particularly in the West, says Chris Palmer.
See oil and lack of reforms as key risks for India: Masha Gordon, PIMCOWe have seen the trough in the inflation and expectations should start gradually building up, says Masha Gordon, PIMCO
2013 could get harder for equity markets: Jim O’Neill, Goldman Sachs"Leading indicators for India itself have turned a lot more positive and the government is trying to introduce some very positive reforms."