Expect earnings to pick up by H2FY18: MOSL's Susmit Patodiya

In an interview to CNBC-TV18, Susmit Patodiya, Associate Director, Head-Institutional Sales at MOSL shared his views on the market and also spoke about the Motilal Oswal Global Investor Conference which is underway in Mumbai.

Patodiya said the mood is upbeat about the macros in India. Government policy outcome over the last few months is phenomenal, he added.

He continues to believe that earnings will start picking up by second half of FY18.

He further added that growth in the Indian market is polarised currently.

On global front, he thinks geopolitical risks with regards to North Korea are huge.

According to him, private sector financials are taking subsequent market away from public sector financials.

He is extremely selective in consumer space.