According to Girish Pai, Director, Claritas Research one could see a 5-10% run up for the Indian market till May 2014, and in case the election results are positive then it could see a further run up.
Girish Pai, Director, Claritas Research is bullish on export-oriented sectors like pharma and IT. He prefers betting on Infosys versus TCS despite the run-up seen in the former.
Girish Pai, director of Claritas Research is overweight on private sector banks.