Consumer Discretionaries

There have been more positive surprises, albeit marginally, than negative ones in first quarter corporate earnings, says Mahesh Patil, Co-CIO of Birla Sun Life AMC in an interview to CNBC-TV18.

FY16 may see 18-19% earnings growth; like IT, cement: IIFL

Prabodh Agrawal of IIFL Institutional Equities says earnings will be the main driver of the market in the coming quarters. He is not betting on the market correcting 10%. He says cement, IT and auto sectors can see earnings upgrade over next 1-2 years.

Next 1-2 qtrs to be weak; Sensex may fall up to 26K: SocGen

Vivek Misra of Societe Generale likes banks, industrials and consumer discretionaries now and prefers private banks over public sector banks. He also advises investors to focus on largecaps at this stage.

Union Budget 2015: Expect to see big rhetoric on growth, reforms says UBS

In an interview to CNBC-TV18, Gautam Chhaochharia of UBS Securities spoke about his expectations of Union Budget 2015. He expects to see a big rhetoric on growth and reforms today and is overweight on financials and consumer discretionaries. According to him, roadmap to bring down tax rates will be seen as big positive.