Stallion Asset is highly underweight on IT services, overweight on Indian banks, has added two listed fintech companies and is looking to add hospital stocks, says the founder of the portfolio management service company
Swati Kulkarni, Executive Vice President and Fund Manager, UTI MF is still cautious on pharma space and says one needs to have a stock specific approach there.
In an exclusive interview with CNBC-TV18's Sonia Shenoy and Latha Venaktesh, Deven Choksey of KR Choksey Shares & Securities said that the market looks attractive now and is an opportunity to invest.
Dipan Mehta is over weight on the banking space and advices investors to also go over weight.
Meharaboon Irani, Nirmal Bang Securities thinks one should remain invested in the IT space. He also suggesting picking up stocks like Hindustan Zinc, Emami but is wary of banking space for the next two quarters
According to Arindam Ghosh, MD & CEO of Blackridge Capital Advisors, one may prefer private sector banks and stay away from the PSU pack.
Gautam Trivedi of Religare Capital is underweight on the banking space. "One should wait for Q2 results before putting fresh money to work in the banking space," he adds.
According to Rahul Mohindar of Viratechindia.com, the banking space is looking weak. He says one could initiate fresh shorts.
Gautam Chhaochharia of UBS India says he continued to be overweight on banking space.
BP Singh, Executive Director & CIO - Equity, Pramerica Mutual Fund believes that market is well placed due to the cyclical recovery which has been witnessed in the Indian and the global context.
According to Sudarshan Sukhani of s2analytics.com, banking space should be avoided now.
Abhay Laijawala, Head Research at Deutsche Equities India advised investors to stay invested in banking space. Deutsche Equities is overweight on the space.
Sudarshan Sukhani, s2analytics.com advises traders to avoid metal and banking space for buying.
Prabhudas Lilladher has come out with its report on banking space. Axis Bank and ICICI Bank are the top picks in the space.
Siddharth Bhamre of Angel Broking, in an interview to CNBC-TV18 shared his reading and outlook on the futures and options markets. He believes there is more upside left in this market.
Ambareesh Baliga, Market Analyst advice traders to stay away from banking space.
Prabhudas Lilladher has come out with its report on banking space. ICICI Bank and Axis Bank are the top picks in the space.
Nirmal Bang has come out with its report on banking space. According to the research firm banks are likely to remain under pressure in the near term.
Gaurav Doshi, VP - PMS, Morgan Stanley shares his view on banking space.
Shardul Kulkarni of Angel Broking shares his view on banking space.
Buying opportunities is seen in banking space, says Dilip Bhat, Joint MD, Prabhudas Lilladher.
Salil Sharma, of Kapur Sharma & Co shares his view on banking space.
Short build up seen is in BHEL and L&T, says Siddharth Bhamre, Angel Broking.
Emkay Global Financial Services has come out with its report on banking space. The short term interest rates (3-m to 12-m Certificate of Deposits (CD)) have seen a sharp spike since mid Feb-12. The 3-m CD rates have inched up by almost 120bps and 12-m CD rates have inched up by about 60bps since then
Devangshu Datta, Consulting Editor, Business Standard shares his view on banking space.