Dalton Capital Advisors

With the Indian equity market continuing to scale new highs, the big question is how to read the fundamentals of the market and what is the way forward.

Markets can't handle 2 more months of outflows: UR Bhat

Speaking to CNBC-TV18 UR Bhat, Director of Dalton Capital Advisors said that if the demonetisation woes taper off in the next 10-15 days, the market will get busy with other things.

Investor Camp: Is it a good time to invest in equities?

Watch accompanying videos of Investor Camp which held at Delhi in which UR Bhat of Dalton Capital Advisors and Ashwani Gujral of ashwanigujral.com shared their readings and outlook on the market and equities.

Dalton Cap checks boxes for domestic cos & industrials

Biggest risk to the market is lack of FII inflows because post Brexit, there could be leadership changes in the UK which could lead to a risk-off, especially for emerging markets, so one must position oneself accordingly, says UR Bhat, Director, Dalton Capital Advisors.

Don't see Nifty below 7500; DIIs backing mkt: UR Bhat

Although the foreign institutional investors have been selling, domestic investors continue to support the market, said UR Bhat, Director, Dalton Capital.

See profit booking in PSU banks: UR Bhat

UR Bhat, Director at Dalton Capital Advisors is of the view that one may see profit booking in PSU banks.

Nifty to hold 8K; don't rush to buy PSU banks, FMCG: Dalton

Market movements should not worry long-term investors, says UR Bhat, Director, Dalton Capital Advisors. He feels the bottom is near and Nifty can move higher from current levels.

See no change in sector allocation, like BFSI space: Dalton

Most people according to UR Bhat are overweight on spaces like autos, BFSI, engineering. However, one can now start nibbling into infra on back of government spending, he adds.

Eyeing Greece polls, Fed meet; count on banks, IT: Experts

UR Bhat says the 4.2 percent fiscal deficit target is difficult to achieve but if government continues with its reform drive, market may pardon that number being missed.

Prefer private sector banks: UR Bhat

UR Bhat, Managing Director of Dalton Capital Advisors is of the view that one may prefer private sector banks.

Interact with CNBC-TV18: More pain ahead for PSU banks, advises Dalton

UR Bhat, MD, Dalton Capital Advisors believes there is further pain on the PSU banking front in addition to what is generally seen as NPA problems. In addition they will have to start toning down their growth rates because of lack of capital because the only one who supplies capital is LIC and that has been done to the hilt.

Cautious on hope trade; buy pvt banks, autos: Dalton

UR Bhat, MD, Dalton Capital Advisors is cautious about the hope trade. However, he believes the Modi trade is worth playing. He says cyclicals will start looking better on the hope that huge changes will happen.

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.

Interact with CNBC-TV18: Dalton's UR Bhat expects mkt to settle in 5900-6200 range

Moneycontrol boarder Rahul from Mumbai enquired whether Nifty will correct till 5500 before elections.

Interact with CNBC-TV18: Cyclicals will disappoint until polls, says UR Bhat

Moneycontrol boarder Somesh Mahajan from Delhi enquired how will one rate the current earnings season so far and also the top two outperformers among large cap and midcap stocks.

Nifty likely to settle between 5900-6200: Dalton Cap

According to UR Bhat, MD, Dalton Capital Advisors the Fed taper too is likely to continue, so the only news that could turn the sentiment for India would be some positive newsflow on political front.

See Nifty in 5900-6600 range; hope rally over: Dalton Cap

UR Bhat of Dalton Capital Advisor sees the Nifty moving in a range between 5900-6600 over the next six months.

Hold Tata Motors, says UR Bhat

UR Bhat, MD of Dalton Capital Advisors is of the view that one may hold Tata Motors. "Valuations are reasonably attractive," he adds.

Be ready for a correction, enough negatives ahead: Dalton

UR Bhat of Dalton Capital Advisors says, taper talk is probably going to be back on the table pretty soon with the strength in the US economy. So one should really budget for that.

Remain invested in IT stocks, advises UR Bhat

UR Bhat, MD of Dalton Capital Advisors advises to remain invested in IT stocks as there would be further gains there.

Newsflow won't cheer market till elections: UR Bhat

There is not much reason for FIIs to stay invested in India and will continue to exit the market, says UR Bhat, MD, Dalton Capital Advisors.

Buy Tata Steel for long term, says UR Bhat

According to UR Bhat, MD of Dalton Capital, one may buy Tata Steel with a long term view of 3-4 years.

CNBC-TV18's Investor Camp coming to Delhi on Jun 29

The Investor Camp, powered by CNBC-TV18 is India‘s biggest investor service initiative. This on-going series brings India's top financial experts to your city.

WPI immaterial for RBI; fear further FII outflow: Dalton

UR Bhat believes that although wholesale price index inflation is coming down but the consumer price inflation continues to remain high and that may prevent RBI from cutting rates today

Invest in IT, overweight on FMCG: UR Bhat

Dalton Capital Advisors‘ MD UR Bhat said one could invest in technology sector. One should be overweight on FMCG and private sector banks.