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Lay low on commodities for couple of months: Bowen Cap

Aadil Ebrahim, Investment Manager, Bowen Capital Management Ltd gave his call on stocks like Infosys, Bajaj, Hero Honda and TCS. He also spoke about how the tail end of QE2 is playing out in the US market and how commodities like gold, silver and oil are being affected.

April 26, 2011 / 22:51 IST
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Aadil Ebrahim, Investment Manager, Bowen Capital Management Ltd in an interview on CNBC-TV18 gave his call on stocks like Infosys, Bajaj, Hero Honda and TCS. He also spoke about how the tail end of QE2 is playing out in the US market and how commodities like gold, silver and oil are being affected.

Below is a verbatim transcript of his interview with CNBC-TV18

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