Bhuvnesh Singh

FIIs being overweight is a risk for market: Barclays Cap

Macro concerns will impact few parts of the market - financials, industrials and materials, while rupee fall will help export-oriented sectors like IT, healthcare or import parity sectors like petrochemicals and energy. This in turn provides an opportunity for traders.

RBI's move may negatively impact capex, earnings: Barclays

Bhuvnesh Singh of Barclays says that although RBI‘s move may provide temporary relief to the rupee, these measures reduce growth expectations and hence, could negatively impact capex and earnings for the corporate sector.

US recovery may strengthen dollar: CLSA

With the expectation of a pick up in US recovery, yields will rise which will strengthen the dollar, says Russell Napier, CLSA.

Barclays Cap says FIIs bullish on India; gives stock ideas

Bhuvnesh Singh, head of research at Barclays Capital says at Barclays they are overweight on healthcare stocks, some pharma stocks like Sun Lupin. They also like Cairn India and BPCL from the oil and gas sector.

High-yield stocks remain relatively attractive, says HSBC

Growth now looks expensive relative to value, but high-yield stocks remain relatively attractive, says Garry Evans of HSBC.

5564 should be seen as attractive buying opportunity: CLSA

For the Nifty, any pullbacks towards the 50-DMA, currently at 5,564 should be seen as an attractive buying opportunity, says Laurence Balanco of CLSA.

Underweight on financials: Barclays

Bhuvnesh Singh of Barclays said they were Overweight on consumer staples & healthcare and Underweight on financials.

Expect Nifty to range between 5050-6100: Barclays

Bhuvnesh Singh of Barclays said they expected the Nifty to range between 5,050 and 6,100 for the next 12 months. We suggest investors stay low beta but look to add names that could benefit from policy initiatives.