The fund house is betting big on general insurance companies and participated in most general insurance IPOs that got listed last year
In the near term, the government will try to keep the impact of GST least disruptive as possible
In an interview with CNBC-TV18 Gautam Sinha Roy said the impact of demonetisation will be felt more in rural facing, consumption inclined towards rural demand and real estate-linked sectors including building materials.
Given the scenario, the biggest threat to Indian markets going ahead would be if Britain's 'separation contagion' spreads to other member countries of the EU going forward, says Manish Sonthalia, Senior Vice President at Motilal Oswal Asset Management.
Speaking to CNBC-TV18, Gautam Sinha Roy of Motilal Oswal said that the value in the midcap space is still intact and the earnings growth cycle is yet to play out and hence it is a very good time to stay invested.
Watch the interview of Deepak Shenoy, Capitalmind.in, Sudarshan Sukhani, s2analytics.com, Gautam Sinha Roy, Motilal Oswal Mutual Fund, Ashwani Gujral, ashwanigujral.com and SP Tulsian, sptulsian.com with Anuj Singhal and Sonia Shenoy on CNBC-TV18, in which they shared their readings and outlook on Indian market and specific stocks.
Gautam Sinha Roy of Motilal Oswal Mutual Fund is of the view that one may look at Eicher Motors.
Gautam Sinha Roy of Motilal Oswal Mutual Fund is of the view that one may look at Infosys.
According to Gautam Sinha Roy, Fund Manager at Motilal Oswal Mutual Fund, one may prefer Britannia Industries.
Gautam Sinha Roy, Fund Manager at Motilal Oswal Mutual Fund is of the view that there is still more steam left in Eicher Motors.
Gautam Sinha Roy, Fund Manager at Motilal Oswal Mutual Fund is of the view that one may look at Infosys.
According to Gautam Sinha Roy, Fund Manager at Motilal Oswal Mutual Fund, one may looks at State Bank of India and Bank of Baroda.
Neeraj Deewan of Quantum Securities believes the short-term commentary will be back to what is happening in China and our own interest rates. This in turn can lead to volatility in the market
Mehraboon Irani of Nirmal Bang Securities says the adjustment process on and nobody wants to see more blood. He believes when growth starts, it will be very fast, and swift.
Gautam Sinha Roy - Fund Manager at Motilal Oswal Mutual Fund likes SBI from the PSU banking space.
Gautam Sinha Roy - Fund Manager at Motilal Oswal Mutual Fund is of the view that one may look at oil marketing space.
R Sreesankar, Prabhudas Lilladher thinks BHEL is likely to continue with its disastrous performance unless they improve their order inflow significantly.
Motilal Oswal Mutual Fund launches Motilal Oswal MOSt Focused Long Term Fund, an open ended Equity Linked Saving Scheme (ELSS) with a 3 year lock-in that aims to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Gautam Sinha Roy, VP, equity strategy and product of Motilal Oswal Securities advised buying Larsen & Toubro (L&T). "It bagged one of the largest orders in the Saudi Arabia region in the hydrocarbon space, which should really shore up the order book and order inflows on a year-on-year basis."
Gautam Sinha Roy, VP-Equity Strategy and Product of Motilal Oswal Securities is of the opinion that one may pick ICICI Bank as the stock is available at 1.5 times valuation, price to book, one year forward.
According to Gautam Sinha Roy, VP-Equity Strategy and Product of Motilal Oswal Securities, one can invest in Bajaj Auto and Hero Motocorp as both are interesting buys.
According to Gautam Sinha Roy VP-Equity Strategy & Product of Motilal Oswal Securities, one may buy ITC on the back of good numbers that are expected from the company.
Gautam Sinha Roy of Motilal Oswal Securities expects 7-8 percent upside in Lupin in near term.
According to Gautam Sinha Roy of Motilal Oswal Securities, one may buy United Spirits, which should give good returns in next one year.
Gautam Sinha Roy of Motilal Oswal Securities recommends to buy HCL Technologies, and second preference should be TCS in technology space, he adds.