27 Quotes by Subodh Kumar

In the last few months, there's been a lot of volatility. I look for less volatility in the markets. And I look for the leadership to evolve to the following areas -- where the rates stay in check - the banks, the utility stocks - those do very well, and financial services and utilities. And the second area that I would look for to do better would be companies with real earnings but relatively low multiples, and examples of those are the communications companies and semiconductor stocks,

Generally, I don't think it will be a damper on earnings. There are some things you can measure like near-term revenue loss because restaurants have been shut off and stores have been shut off. But if you look at previous disasters like Hurricane Andrew, the expenditure on replacement of homes and capital goods and spending on things like supplies for workers was quite strong.

For the market to head higher, investors need to have confidence that oil prices will stabilize and move below $40 a barrel. If oil stays at current levels, the market will be tentative at best.

This is more a readjusting of expectations as opposed to a readjusting of the economy.

The euro has been going down for two years, so I have to wonder if these guys are keeping their eye on the ball,

The markets themselves are in sort of a show-me kind of a mood. They're saying with respect to earnings, we'll believe it when we see it.

The market is showing the classic signs of the beginning of a cycle, a new bull market.

The main focus today is the Fed. After the decision, investors will once again focus on the fundamentals of the U.S. economy and on company earnings.

The market is now factoring in that first-quarter earnings will likely be below consensus. And the reality is that economic growth is probably going to be between 3.5 percent and 4 percent, which is good but maybe not as strong as what some people were hoping for.