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Mark Matthews
"There were indeed no big-bang announcements, but on the other hand I don't think the market was expecting any"
We don't categorise markets in terms of developed versus emerging as much as we analyse individual markets with their unique attributes, said Matthews
How can India Inc stay ahead of the curve on moonlighting? Is the revival of iconic brands driven by nostalgia? Is the worst over for global equity markets? What is the NLEM? All answers here
Business Standard's Puneet Wadhwa spoke with Mark Matthews, head of research for Asia at Julius Baer to understand what he makes of the current market rally and if the worst of inflation is behind us
Business Standard's Puneet Wadhwa speaks to Mark Matthews, head of research for Asia at Julius Baer to get his views on the road ahead for global equity markets as they adjust to rising interest rates
How a weaker rupee will impact the Indian economy and people? Why does a lukewarm response await the 5G auction? Are the markets heading into a bear phase? What is Open RAN? All answers here
Mark Matthews, head of research for Asia at Julius Baer, tells Puneet Wadhwa that the markets at the current levels are pricing in more rate hikes than what will actually happen in CY22
The world stock market has doubled in value from its low in March last year, and we think it now reflects 90 per cent of the post-pandemic economic recovery.
Mid- and small-caps appear attractive given their reasonable valuations, says Mark Matthews
India is a good market to buy and hold, says Mark Matthews of Julius Baer Group
Also says, corporate earnings should grow at least by 20%, led by banks & commodity-related sectors