from Expert Zone:

Indian markets: Earnings in focus, better to stick to fundamentals

By Mukesh Agarwal
June 2, 2014

(Any opinions expressed here are those of the author and not of Thomson Reuters)

It’s reasonable to ask whether the Indian stock market has lost steam after the blistering run-up seen over the past couple of months. Since August, the markets have rallied about 40 percent, with many stocks in high-beta sectors such as infrastructure generating a return of more than 100 percent. At a one-year forward price-to-earnings (P/E) multiple of 15x, the Nifty isn’t exactly cheap for retail investors right now.

from MacroScope:

ECB deflation risk denial has echoes of 2009

January 31, 2014

Euro zone policymakers like to talk. They often contradict each other at separate speaking engagements on the same day. But they have struck a chorus in recent weeks, asserting that deflation is not a threat.

from India Insight:

Analysts remain positive on India’s IT stocks after 2013 rally

January 24, 2014

India's information technology services businesses will continue to benefit from improving client demand from developed countries in 2014, pushing stocks higher after a stellar performance last year, analysts told India Insight.

from India Insight:

Outlook weak for India economic growth: analysts

September 3, 2013

India’s economy grew at 4.4 percent in the June quarter, its slowest rate since the first three months of 2009 and weaker than analysts’ consensus of 4.7 percent in a Reuters poll.

from India Insight:

Fitch revises India outlook; recent views of other rating agencies

June 12, 2013

Fitch Ratings revised India's sovereign rating outlook to "stable" from "negative" on the back of measures taken by the government to contain the budget deficit, it said in a statement on Wednesday. The rating agency had cut India’s outlook to negative in June 2012 and currently has a 'BBB-' rating for the country.

from MacroScope:

Goal line on jobs still a long way off: former Fed economist Stockton

April 1, 2013

The Great Recession set the U.S. labor market so far back that there is still a long way to go before policymakers can claim victory and point to a true return to healthy conditions, a top former Fed economist said. The U.S. economy remains around 3 million jobs short of its pre-recession levels, and that's without accounting for population growth.

from MacroScope:

Hey, at least it beats the Mayan outlook

December 4, 2012

A panel of economic luminaries took the stage in Chicago this afternoon to join in a tradition repeated this time of the year in cities across the country, opining on the outlook for the coming year.

from MacroScope:

Dr. Doom goes to Beverly Hills

May 3, 2012

When it comes to predicting a dark future, Nouriel Roubini – the NYU economist who earned the moniker Dr. Doom after he correctly predicted the financial crisis – is not about to let anyone get in his way.

from MacroScope:

The Great Stagnation

January 25, 2012

Federal Reserve Chairman Ben Bernanke’s verdict on the U.S. economy is sobering. Boiled down, this was the message delivered at his news conference today:

from Funds Hub:

Watch BlackRock’s Mark Lyttleton give his market view

June 30, 2009

Mark Lyttleton, manager of the 1.5 billion pound BlackRock UK Absolute Alpha fund, gives his view on the recent rebound in the equity market and his outlook for the rest of the year and beyond.