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    • Earnings season a headwind but technicals in favour: Pros

      The near-term outlook for equities remains subdued as a combination of weak expected earnings and global macros may weigh on sentiment but the current price action suggests the recent pullback may have further legs, according to two analysts CNBC-TV18 spoke to.

    • Not as bullish on midcaps, small caps; like oil PSUs: UBS

      Anant Shirgaonkar, Head-India Equities at UBS Securities is bearish on the IT sector in general and feels the weak currency will only provide a short term tailwind. He sees weak demand and disruptive technologies as major risks for the sector

    • India story looks extremely compelling amongst EMs: UBS

      UBS is confident of interest rates coming down by 200 bps in the next 18 months. Furthermore, any positive action from the government will lead to additional re-rating, says company Head of India Equities Anant Shirgaonkar.

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