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ARVIND SANGER PORTFOLIO
Oil supply crunch to keep global markets under pressure: Arvind SangerGeopolitical tensions and surging energy prices are forcing investors to prioritize liquidity and cash over traditional safe havens like go...- Arvind Sanger warns of market volatility as Trump’s tariff strategy unfoldsAnd I think the markets are going to not like this kind of uncertainty. But maybe it will be over soon. But it is a little nerve-wracking t...
- Govt needs to be a little bold, do more on privatisation for market to recover: Arvind SangerArvind Sanger of Geosphere Capital Management emphasizes the need for bold government action to stimulate the struggling economy. He sugges...
- Will FII money come in after govt signals continuity in portfolio allocation? Arvind Sanger explainsI think FII flows have other global factors to look at. What is going on with interest rates globally, what is going on with risk on, risk ...
- Best news is despite such rapid rate hikes, the US economy is remain resilient: Arvind Sanger"The upcoming employment data on Friday will be crucial in determining if there is hope for economic growth in the US economy. The US econo...
- For the rest of the year, we feel good about putting money to work in India: Arvind SangerGeosphere Capital's Arvind Sanger, believes that the Indian market has been a relative outperformer in the last few months and looks well p...
- Till Fed takes its foot off the brake, it is hard to see reacceleration in markets: Arvind Sanger“The only thing the equity investor should watch out for are signs that either the US and global economies are slowing down dramatically an...
- Be patient and buy slowly; stick to quality stocks: Arvind Sanger“This is a time to go for high grade portfolios and one should not be in the more speculative names which might give more upside if all cle...
- Be very patient before stepping into the market; there’s no back stop now: Arvind Sanger“Russia is a major supplier of a lot of metals – Palladium, aluminium. They supply coal. So there are a lot of commodities that are coming ...
- Why have FIIs turned big sellers in the Indian market? Arvind Sanger answers“FIIs in general are a little bit risk averse as they see a probably more aggressive taper looming and are looking at places where they see...
- Oil price fall good for India, yet stocks crash. Will sanity prevail?The crash in oil price will hit commodity-driven emerging economies hard.
- Too little, too late: Clarification on CBDT step good, but FPI confidence shatteredForeign investors do not like surprises, more so when the government is trying to project India as the most sought-out investment destinati...
- Sensex rallies 350 points: Top four factors driving the rally on D-StreetThe rally was broadbased after the US Fed comments. The US market hit a record high while Asian markets were trading with strong gains of u...
- EM investors have already adjusted to possibility of Fed rate hike in Dec: Arvind Sanger, Geoshpere Capital management"Emerging market investors may have to do a bit of an adjustment now that the Fed rate hike is around the corner. But then again, we have b...
- Financial themes look interesting to bet on: Geosphere CapitalSanger said that the worst for the economy may be over, and now that it was on the mend, the financial themes look quite interesting to bet...
- Sensex mantra: Markets do not need a stamp from rating agencies; remain stock specificOne of the possible reasons behind the market movement could be the fact that most of the good news is already priced in.
- Prefer private sector banks in the banking sector: Arvind Sanger, Geosphere Capital Management'I think that as the economic cycle recovers and as loan growth comes back, banks will be the obvious columns in the Indian economy.'
- Modi-led govt would be positive for market: Arvind Sanger, Geoshpere Capital ManagementThe recent poll data that has come out is supportive of some of the growing optimism in the market that this election might bring out.
- Rupee & equities should gain with US Fed keeping QE on: Arvind Sanger, Geosphere Capital Management"Unless the global environment turns out to be surprisingly slow, at this point, with the recent RBI move, India is in a sell-on-rally situ...
- Don't see any fundamental change in the Indian equity environment: Arvind Sanger, Geosphere Capital"At this juncture, we do not see any fundamental change in the equity environment either for India or for global markets", Arvind Sanger sa...
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