It And Pharma

The house is long emerging market equities as against developed markets, said Laurence Balanco of CLSA.

First half earnings to spring +ve surprises; like Infy: Bodke

Ajay Bodke of Prabhudas Lilladher is positive on the private sector retail focused banks like IndusInd Bank, HDFC Bank. He is also upbeat on Infosys.

Fundamentals intact but no catalyst to buy: Experts

Ajay Bagga says, valuations look good but there is a no catalyst to buy, so it is better to wait out for this global volatility to subside and more importantly, for the Fed decision before entering into the market.

Positive on banking, cement; avoid metals: UTI MF

In terms of portfolio allocation for 2015, Lalit Nambiar of UTI MF says the focus would shift away from early cyclicals to mid-cyclicals as more and more government policies come to fore and execution happens.

Bearish on FMCG, things improving for infra: Prashant Jain

In an interview with CNBC-TV18‘s Latha Venkatesh and Sonia Shenoy, Prashant Jain, Executive Director & Chief Investment Officer, HDFC Mutual Fund said the economy was close to bottoming out, and both interest rates and inflation have peaked.

India to weather bad days; cling to exports: Macquarie

If market were to rerate sharply post elections then cyclical stocks could outperform, saysRakesh Arora, Head of Research, Macquarie Capital Securities. He believes Larsen and Toubro along with few private banks like Axis Bank and ICICI Bank are the stocks to own.

Improving macros good for mkt: IT to outperform: Edelweiss

Sectorally, IT and pharma would continue performing well because its valuations are still reasonable compared to FMCG, Rashesh Shah, Chairman & CEO, Edelweiss Fin Services said.

2014 belongs to cement, logistics: Prakash Diwan

Prakash Diwan, Dir, Altamount Capital Management is upbeat on the cement and logistics space on back of new age growth in the infrastructure theme.

Mkt upside limited; funds moving to FMCG, IT, pharma: IDFC

Investors now prefer taking valuation risk than taking business risk. So, funds are getting polarised into high quality businesses such as FMCG, IT and pharma, says Kenneth Andrade of IDFC.

Mkt, Re, EMs moving in tandem; good rains a plus: Kidwai

a good monsoon is a big positive for the Indian economy. The depreciating rupee is also beneficial to some extremely important sectors such as IT and pharma.

Bank Nifty can fall 4-5% more: Anand Rathi

There could be correction in Bank Nifty and PSU banks are definitely going to have difficult couple of quarters ahead of them, says Sandeep Shenoy, Anand Rathi Financial Services.

Nifty to hover in 5600-6100; bet on IT, pharma: Amisha Vora

Amisha Vora of Prabhudas Lilladher expects the market to continue to trade in a broad range of 5,600-6,100 because it is still grappling with fundamental issues like inflation and slowdown in some sectors.

IT, pharma continue to look good: Mohindar

IT and pharma continue to look good, says Rahul Mohindar, viratechindia.com.

Red tapism hurting biotechnology industry in India: Shaw

Expressing concerns over the bureaucratic bottlenecks involved in conducting clinical research and trials in biotechnology sector in India, the industry experts today appealed to the regulatory authorities to stick to the "rule book" rather than "subjectivity".