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Valuations in India remain a cause for concern, says Sunil Koul of Goldman Sachs

Allocations to India would likely improve over the next 12 months due to the country's robust fundamentals: Sunil Koul

Japan , China , Malaysia , India , Sunil-koul , Asia-pacific , Goldman-sachs , Accenture ,

Stocks Muted Before Data; Japan Bond Yields Climb: Markets Wrap

(Bloomberg) — Stocks kept to narrow ranges before economic data and commentary from Federal Reserve speakers that could offer clues on the outlook for interest rates. Japan’s two-year bond yield climbed to the highest in more than a decade. Investors appeared reluctant to make large wagers on equities, with Europe’s Stoxx 600 index hovering near…

Singapore , Switzerland , Japan , Blackrock , United-kingdom-general- , United-kingdom , New-zealand , Tokyo , London , City-of , Michigan , United-states

earnings growth: We are baking in 15% earnings growth for India in next couple of years: Sunil Koul, Goldman Sachs

Goldman Sachs predicts higher market levels in Asian equities, driven by earnings recovery and rotation into largecaps and quality stocks. India offers structural growth opportunities with double-digit earnings growth and favorable macro conditions. The 20% move in the index for last year was entirely driven by the underlying earnings and if you looked at the aggregate multiples, that for the index is actually flat year-on-year.

China , Taiwan , Lucknow , Uttar-pradesh , India , South-korea , Korea , Warren-buffett , Sunil-koul , Ed-asia-pacific , Goldman-sachs , Global-macro-research