Here is expert equity call for the day on how the markets are expected to trade:
Sanjeev Prasad, Kotak Institutional: Q3 earnings disappointed for a few sectors. We have made a few minor changes to our model portfolio and will wait for the budget before changing our views. We continue to overweight banking, metals and IT and are underweight most other sectors. We have increased our underweight on the infra sector by reducing weight on L&T.
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