Cyclical

In an interview with Moneycontrol, Alpha Invesco founder Chetan Phalke speaks in detail about his investment philosophy and his self-taught journey in investing.

Power Grid targets a revenue growth of over 30% in FY17

Power Grid has kept a check on its operational costs by introducing automation in various operations, says Jha. He says the margins are cyclical in nature and may not sustain at current levels in the next quarter.

India still attractive for long-term; like cyclicals: UTI MF

Tough to put a timeline for new highs on Nifty but right now market is breathing a sigh of relief from the fact that US Federal Reserve kept rates unchanged, says Lalit Nambiar, Fund Manager and Head of Research at UTI MF.

EMs gaining from asset switch, but expensive now: Morgan Stanley

Jonathan Garner of Morgan Stanley sees India as a fast growing market and expects the growth to accelerate further in the coming days. He says it is among the bright spots in the post-Brexit world. He is bullish on consumption, industrial and cyclical plays

Won't see many downgrades as expectations muted: iPru AMC

The stock market is unlikely to witness too many earnings downgrades from hereon as it is going into the second quarter earnings with muted expectations, says Manish Gunwani, senior fund manager with ICICI Prudential Asset Management Company.

This correction not even close to what is foreseen: Quantum

The disconnect between corporate India and stock market is more evident now which is why this correction will get ferocious in days to come, says Nilesh Shetty, Associate Equity Fund Manager at Quantum AMC.

'Hold on, best of rally yet to come in Indian market'

Manish Singh of Crossbridge Capital is confident of Indian markets ending the year higher than today. In addition, he feels the year will finish stronger in US, which should have a positive impact on India and other EMs.

India best story among EMs; prefer cyclicals: JP Morgan

Adrian Mowat, chief Asian economist, JP Morgan says he prefers the Indian market among other emerging markets (EMs) and believes it‘s the most compelling story among the BRIC nations too (Brazil, Russia, India, China and South Africa).

Hope rally over: Why you should go back to 'boring sectors'

“The Street is building in a capex cycle of the likes in 2004 and 2008,” Elara says, adding, “while we do not dispute the recovery signals, we are circumspect of the relative outperformance of cyclicals over the medium term (12 months).”

Cyclicals underperform defensives by 7%: Credit Suisse

Sakthi Siva of Credit Suisse believes that Europe is no where near to bottoming out. However, she eyes the cyclical space and said that ECB President‘s willingness to further pump up the economy that is a positive.

Hope rally in market, cyclicals offer best delta: Dalton

Calling the current optimism in the market as a hope rally driven by FIIs, UR Bhat says India has been spared the cold shouldering of the global community so far.

See 6400-6450 as next Nifty stop; buy cyclicals: Edelweiss

According to Ambareesh Baliga, if one is investing in market, at least in the short to medium-term look, buy sectors that will outperform and those outperforming sectors would be industrials, cyclicals.