Liquidity Flows

Kapoor feels some capital goods shares are expensive at current levels, but he is bullish on L&T if the economy can sustain the pace of recovery seen in the first quarter.

Gold won't sink or spike, see crude at $90-110: JP Morgan

Geoff Lewis feels for Fed to withdraw stimulus, payroll and other economic data from the US has to be strong. He expects US economic data to be weaker in second half of this year.

Mkt rally not based on fundamentals; book profits: Baliga

The market has run up on strong liquidity flows and not due to any fundamentals, says Ambareesh Baliga of Edelweiss Financial Services.

Market high on hope & hype, see muted 2013 returns : Kotak

Brokerage house Kotak Securities is of the view that Indian shares are high on hope and hype, and does not expect meaningful returns in 2013.

QE likely with Obama win; Indian market looks good: Damani

In an interview with CNBC-TV18, Damani says that Indian markets should do fine in near term, unless the squabble among US lawmakers over the Budget gets ugly. He says recent trends in Indian shares point to a young bull market.

Mkt to move to 5800 post small consolidation: Nirmal Bang

A bearish Mehraboon Irani tells CNBC-TV18 that a surge in liquidity could help take the Nifty as high 5,800 in the coming few months.

RBI likely to hike rates further: Jim Walker

Jim Walker, Managing Director at Asianomics said that emerging markets have been experiencing strong headwinds and will see a difficult time in 2011 with food inflation and rate hikes continuing to be a major cause for concern.