N Sethuram, CIO, Diva AMC is bullish on sectors like infrastructure, banking, engineering capital goods and FMCG.
Below is a verbatim transcript of his interview with CNBC-TV18's Latha Venkatesh and Sonia Shenoy. Also watch the accompanying video. Q: Quite a few problems seem to be just coming under control as it were. It looks like the end of the Middle Eastern crisis is perhaps near us, there could be two views on that. The food inflation issue is quite clearly under control now. For the fifth consecutive week, we saw week on week fall in the food index and ofcourse the fiscal deficit at long last seems to have been taken seriously. Does it mean that the market has more headroom now? A: After a correction of about 17-18% from the peak, markets are in such a mode that you donDiscover the latest Business News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!
