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VAN DER LINDE
India’s growth could surprise on the upside in 2026; 3 sectors to lead next market rally: Herald van der Linde, HSBCIndia’s growth could surprise on the upside in 2026, says Herald van der Linde, Chief Asia Equity Strategist at HSBC. He expects earnings r...11 Nov, 2025, 09.46 AM IST- Scared of the AI bubble? Hedge your fears with D-St bets: HSBCHSBC sees India as a safe haven amid global AI market excitement. Indian stocks are currently underrepresented in emerging market portfolio...08 Nov, 2025, 10.42 AM IST
- India a 'quiet corner' in Asia; foreign investors may return as earnings bottom out: Herald van der Linde, HSBCHSBC suggests India is becoming a stable investment haven in Asia, as global funds are heavily invested in Korea and Taiwan due to the AI b...26 Sep, 2025, 09.01 AM IST
- India emerges as Trump-proof safe haven as emerging markets reboundIndia is emerging as a resilient haven amid a rebound in emerging market sentiment, driven by its domestic-focused economy and more attract...23 Apr, 2025, 04.25 PM IST
- Private banks lead India’s sectoral narrative for global investors: Herald Van Der LindeWe see that outflows from the US and they have to go somewhere in the rest of the world and if you are a market that is largely domesticall...23 Apr, 2025, 01.11 PM IST
- Bullish on equities in the short and long-term, in medium term, bonds make sense: Herald Van Der Linde, HSBCHerald Van Der Linde from HSBC suggests investors remain positive on equities but avoid crowded trades. He highlights the potential of inco...04 Sep, 2024, 02.13 PM IST
- India is market where you want to buy on dips and hold on: Herald Van Der Linde, HSBCHerald Van Der Lindeof HSBC believes that earnings growth will remain strong, making Indian equities an attractive investment option. Unlik...12 Jan, 2024, 03.58 PM IST
- Expensive India near record high, but lags its EM peersSince Jan, foreign investors have poured $6.4 b into Indian stocks, third highest after Taiwan & S Korea; experts worried over rich valuati...12 Sep, 2016, 11.23 AM IST
- US Fed will increase rates by December, says HSBC’s Herald Van Der LindeIn the interim, there could be some relief rally and temporary reversal of foreign fund flows from developed markets to EMs including India...22 Sep, 2015, 05.40 AM IST
- Will re-enter Indian market if it slips 10% more from current levels: Herald Van Der Linde, HSBC"We are hoping to re-enter the Indian market at a better level later in the year, when we have evidence that the capex cycle has started to...13 May, 2015, 03.48 PM IST
- HSBC cuts India ratings to underweight, to re-enter market after another 10% fallSpeaking to ET Now, HSBC's Herald Van der Linde said that India remained one of the most over-owned markets in Asia.13 May, 2015, 10.22 AM IST
- Indian markets may lose mojo, vulnerable to outflows: Herald Van Der Linde, HSBCWe should not only be looking at oil and growth recovery but we should also put in regional context and that could be a surprising risk for...28 Mar, 2015, 01.30 PM IST
- Global markets may consolidate in 2015, but overall outlook remains positive: Herald van der Linde, HSBC"As for valuations, the US is a bit expensive, Europe a bit cheaper. It tells me that PE growth is going to come from earnings growth in 20...08 Dec, 2014, 04.44 PM IST
- ECB cutting rates will be positive for emerging markets: Herald van der Linde, HSBC'It is very important not to just look at the growth outlook, but also to keep valuations in mind,' says Herald van der Linde, HSBC.08 Sep, 2014, 01.50 PM IST
- It’s time to move out of India & revisit other markets: Herald van der Linde, HSBCEmerging markets are not there yet; they are in the middle of the process. The outlook is somewhat mostly neutral on these markets.28 May, 2014, 05.41 PM IST
- Raghuram Rajan is proactive but one man can't do much: Herald van der Linde, HSBC"India will go through a natural adjustment process. The RBI can help, but one man can't do a lot," says Herald van der Linde.10 Sep, 2013, 04.23 PM IST
- Expect better buying opportunity to emerge in market in Q2: Herald van der Linde, HSBC"We are now at a stage whereby markets will continue to be bit in a holding pattern and then later in Q2 we have to reassess the outlook fo...21 Mar, 2013, 12.04 PM IST
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