'If I had to highlight one area that will do well, it is the financial assets -- that is the private sector banks, insurance and mutual funds.'
'I am not optimistic about the global economy for the next couple of years.'
'Demonetisation will push India onto a higher growth path after a temporary dip.'
As global markets near all-time highs driven by liquidity, Marc Faber suggests most asset prices worldwide are inflated.
The implications aren't too significant, given the size of Ukraine and its role in the global economy.
'The recent US jobs report has eased fears of a hike in the Fed meeting.'
Demonetisation will wipe out the likely benefits of a good monsoon this year, says Christopher Wood of CLSA.
Valuation-wise, the markets look more attractive now
The automobile segment is our preferred area, and old favourites such as Tata Motors, Bajaj and Maruti Suzuki continue to entice us.
In the near term, two key factors are the outcome of the monsoon season in respect to cropping yields; and the correction in the crude oil price.
China's economy is in transition, with rising wage costs and massive overcapacity.
A gradual increase works best for the US, as well as global markets, says Nizam Idris managing director, head of strategy (fixed income and currencies), Macquarie Bank.
'We want to make sure we stay in India and we have very high hopes from India,' says Mark Mobius.
Although the markets could see a knee-jerk reaction, they rule out a sharp fall.
Slow pace of reforms in India is disappointing: Faber
Growth in India will pick up from current levels, says LEO Puri, managing mirector, UTI Asset Management Company.
Despite the rally, on the basis of valuations, Indian markets aren't too expensive, says Christopher Wood, managing director and equity strategist at CLSA.
I-T lens on current account deposits over Rs 12.5 lakh. All the news and more post demonetisation.
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