Gautam Sinha Roy

Investors should look at opportunities across the market cap spectrum with an open mind. One can look to buy companies with strong fundamentals and a high prospective growth trajectory, says Roy.

See earnings recovery in 2018; like consumption, insurance, PSU banks: Motilal Oswal MF's Gautam Sinha Roy

The fund house is betting big on general insurance companies and participated in most general insurance IPOs that got listed last year

See midcaps correcting; like retail banks, auto: Motilal Oswal MF's Gautam Sinha Roy

In the near term, the government will try to keep the impact of GST least disruptive as possible

See around 20% earnings growth for our portfolio: Motilal Oswal

In an interview with CNBC-TV18 Gautam Sinha Roy said the impact of demonetisation will be felt more in rural facing, consumption inclined towards rural demand and real estate-linked sectors including building materials.

Brexit may shave 10-20 bps off India FY17 GDP growth: Motilal

Given the scenario, the biggest threat to Indian markets going ahead would be if Britain's 'separation contagion' spreads to other member countries of the EU going forward, says Manish Sonthalia, Senior Vice President at Motilal Oswal Asset Management.

Individual stock selection secret to our success: Motilal Oswal

Speaking to CNBC-TV18, Gautam Sinha Roy of Motilal Oswal said that the value in the midcap space is still intact and the earnings growth cycle is yet to play out and hence it is a very good time to stay invested.

Experts discuss the way ahead for Indian markets

Watch the interview of Deepak Shenoy, Capitalmind.in, Sudarshan Sukhani, s2analytics.com, Gautam Sinha Roy, Motilal Oswal Mutual Fund, Ashwani Gujral, ashwanigujral.com and SP Tulsian, sptulsian.com with Anuj Singhal and Sonia Shenoy on CNBC-TV18, in which they shared their readings and outlook on Indian market and specific stocks.

Look at Eicher Motors, says Gautam Sinha Roy

Gautam Sinha Roy of Motilal Oswal Mutual Fund is of the view that one may look at Eicher Motors.

Look at Infosys, says Gautam Sinha Roy

Gautam Sinha Roy of Motilal Oswal Mutual Fund is of the view that one may look at Infosys.

Prefer Britannia Industries, says Gautam Sinha Roy

According to Gautam Sinha Roy, Fund Manager at Motilal Oswal Mutual Fund, one may prefer Britannia Industries.

Like Maruti Suzuki, see upside in Eicher Motors: Gautam Roy

Gautam Sinha Roy, Fund Manager at Motilal Oswal Mutual Fund is of the view that there is still more steam left in Eicher Motors.

Look at Infosys, says Gautam Sinha Roy

Gautam Sinha Roy, Fund Manager at Motilal Oswal Mutual Fund is of the view that one may look at Infosys.

Look at SBI, Bank of Baroda: Gautam Sinha Roy

According to Gautam Sinha Roy, Fund Manager at Motilal Oswal Mutual Fund, one may looks at State Bank of India and Bank of Baroda.

Focus back on China and RBI policy; like SBI: Experts

Neeraj Deewan of Quantum Securities believes the short-term commentary will be back to what is happening in China and our own interest rates. This in turn can lead to volatility in the market

Volatility to stay; buy with long-term view: Experts

Mehraboon Irani of Nirmal Bang Securities says the adjustment process on and nobody wants to see more blood. He believes when growth starts, it will be very fast, and swift.

Like State Bank of India: Gautam Sinha Roy

Gautam Sinha Roy - Fund Manager at Motilal Oswal Mutual Fund likes SBI from the PSU banking space.

Look at oil marketing space: Gautam Sinha Roy

Gautam Sinha Roy - Fund Manager at Motilal Oswal Mutual Fund is of the view that one may look at oil marketing space.

BHEL underperformance may continue; like OMCs: Experts

R Sreesankar, Prabhudas Lilladher thinks BHEL is likely to continue with its disastrous performance unless they improve their order inflow significantly.

Motilal Oswal MF launches MOSt Focused Long Term Fund

Motilal Oswal Mutual Fund launches Motilal Oswal MOSt Focused Long Term Fund, an open ended Equity Linked Saving Scheme (ELSS) with a 3 year lock-in that aims to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Buy L&T, BHEL looks weak in capital goods space: Roy

Gautam Sinha Roy, VP, equity strategy and product of Motilal Oswal Securities advised buying Larsen & Toubro (L&T). "It bagged one of the largest orders in the Saudi Arabia region in the hydrocarbon space, which should really shore up the order book and order inflows on a year-on-year basis."

Buy ICICI Bank, says Gautam Sinha Roy

Gautam Sinha Roy, VP-Equity Strategy and Product of Motilal Oswal Securities is of the opinion that one may pick ICICI Bank as the stock is available at 1.5 times valuation, price to book, one year forward.

Invest in Bajaj Auto, Hero Motocorp: Gautam Sinha Roy

According to Gautam Sinha Roy, VP-Equity Strategy and Product of Motilal Oswal Securities, one can invest in Bajaj Auto and Hero Motocorp as both are interesting buys.

Buy ITC, says Gautam Sinha Roy

According to Gautam Sinha Roy VP-Equity Strategy & Product of Motilal Oswal Securities, one may buy ITC on the back of good numbers that are expected from the company.

Lupin a good quality defensive stock, may jump 7-8%: Roy

Gautam Sinha Roy of Motilal Oswal Securities expects 7-8 percent upside in Lupin in near term.

Buy United Spirits, says Gautam Sinha Roy

According to Gautam Sinha Roy of Motilal Oswal Securities, one may buy United Spirits, which should give good returns in next one year.