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GEOFF DENNIS PORTFOLIO
Brazil, others may gain ground as U.S.-China trade battle escalates: Geoff DennisDennis highlighted that in the current geopolitical climate, countries not directly impacted by U.S.-China tariff tensions are seen as more...- Not impressed with China rhetoric, favouring India despite bad performance in last 2 months: Geoff DennisIndia's economic rebound is key for attracting investment in consumer sectors. China's stimulus measures are viewed with skepticism. The im...
- How will US market perform going ahead? Geoff Dennis answersSo the chance of a soft landing here looked better and better almost by the day as inflation has fallen sharply and it looks like we are ne...
- SVB crisis may slow down the US rate hikes: Geoff DennisOf course, we are getting another one of those reports tomorrow. Now, what is going on with the special Fed meeting, I think is an interest...
- These charts can make you believe India, other EMs readying to rally for 7 monthsIf history is anything to go by, every sizeable correction in emerging markets has consistently been followed by market rally lasting five ...
- Euphoria around PM Narendra Modi on Dalal Street may be over for nowInvestors in Indian equities are growing impatient as the much-hyped economic revival and corporate earnings fail to pick up.
- Retrospective tax measures is negative for Indian stocks: Geoff Dennis, UBSGeoff Dennis said retrospective tax measures on foreign portfolio investors are near-term negative for markets, and will give foreign inves...
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