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Bullish on autos, NBFCs; see no recovery in private capex: Gubbi

Pramod Gubbi, Director Institutional Sales, Ambit Singapore is of the view that the long-only funds are still circumspect on India because of the liquidity driven rally.
Liquidity can take mkt to new highs; pharma a dark horse: Ambit

Though liquidity can take markets to new highs, it is better to stay away from Indian market due to lack of fundamental support from valuations point of view and risks to the downside still remain, says Pramod Gubbi of Ambit Singapore.

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Ambit Singapore

Bullish on autos, NBFCs; see no recovery in private capex: Gubbi

Liquidity can take mkt to new highs; pharma a dark horse: Ambit