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TERESA BARGER
Top US hedge fund says Indian market looks difficult for 2020The 30-share Sensex traded at a P/E of 29.10 against its five-year average of 22.70.- New economy core to our changed India portfolio: Teresa Barger, Cartica CapitalLong term, go with the demographic story; in a shorter period, go with the political story
- India has been best performing part of our portfolio: Teresa C Barger, Cartica Capital“In Indian market, hyper growth, hyper price taken over by reasonable growth and valuations.”
- For the last two years we've been doing far better than industry standards: HM Bharuka, MD, Kansai Nerolac"62 per cent of Kansai revenue comes from outside Japan in fact I always say future of Japan is outside Japan", added HM Bharuka.
- Bullish on four themes in India: Teresa C Barger, Cartica CapitalFinancialisation scene in India could play out for next 3-5 years, says Barger
- Companies in the top tax band are going to face disadvantages: Teresa C Barger, Cartica CapitalPost GST, India will look like one of the biggest common markets in the world: Teresa C Barger, Co-founder & Sr MD, Cartica Capital
- We are overweight on India, a third of our portfolio is in India: Teresa C Barger, Cartica CapitalWe do not really see any other country that is fighting corruption, that is using e-government the way that India is.
- Will D-Street take Brexit on stride the way it shrugged off Rexit jitters?There has been an understanding on the Street that the market is impulsive and caters to short-term reactions, but latest evidence shows it...
- Will not be so delighted if Raghuram Rajan is not re-upped in September: Teresa C Barger, Cartica Capital"As a foreigner, I will not be so delighted if Mr. Raghuram Rajan is not re-upped in September."
- Chinese yuan may fall up to 10%: Teresa Barger, Cartica CapitalThe intervention by the Chinese authorities is not helping Chinese equity markets finding their floor, says Bargar.
- Tata Motors, Hindalco among stocks hit by China shockwaveMeanwhile, stocks of companies with foreign borrowing such as Bharti Airtel, Adani Ports, NTPC and Tata Steel, were also trading lower.
- EMs to see 6% earnings per share growth in 2016: Teresa Barger, Cartica Capital"A lot of foreign investors were overweight on India until the Bihar polls, which was the hammer that drove the last nail in the coffin of ...
- Eicher Motors stock looks 30-40% undervalued: Teresa Barger, Cartica CapitalI think that the market was too fixated on the fact that there was a five-month waiting list for its motorcycles at dealers, says Barger.
- Not cutting exposure, but looking for bargains in Indian stock market: Teresa Barger, Cartica CapitalYou are going to get no stimulus out of China. So the rout which really had started earlier last week was really pretty terrible on Monday.
- For better or for worse, India cleanest of dirty shirts in EM space: Teresa C Barger, CarticaWe may not love India, but we like it and we like it better than any other country other than the Philippines, says Cartica.
- Like PI Industries on good business model, well-run management: Cartica CapitalPI is addressing one of the key issues in India — which is getting productivity up in the agricultural sector, says Teresa C Bargar.
- Funds rotated money out of India to Chinese bubble; will even out over the year: Teresa C Barger, Cartica CapitalWhat we would like Modi to do is address some of the big problems that make India so dismal for doing business; improve ease of doing busin...
- See Russian economy in deep trouble, not concerned about India yet: Teresa Barger, Cartica Capital"The standard investors should take money off the table in countries that are doing poorly, and put them into countries that are doing well...
- India like cleanest among dirty shirts: Cartica CapitalUS-based Cartica Capital manages over $ 2 billion worth assets under management, with its investment focus being emerging markets.
- IFC, Reuters to train corp journalistsThe private sector arm of the World Bank Group and the Reuters Foundation will jointly develop the training programme.
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