Macroeconomic Situation

Swati Kulkarni, vice-president and fund manager, UTI MF believes valuations of banking stocks continue to be supportive and the sector is likely to outperform. From a growth perspective, private sector banks are better placed in terms of capital adequacy, but from a valuation point of view, large public sector banks may do better.

Fitch satisfied with overall macroeconomic state: Mayaram

The RBI's Framework for Revitalising Distressed Assets in the Economy outlines a plan that will incentivise early identification of problem cases, timely restructuring of accounts considered viable, and prompt steps by banks for recovery or sale of unviable accounts.

IT, pharma looking good on Re fall; buy Titan: Dipan Mehta

Dipan Mehta, member, BSE and NSE, says investors should stay away from investing in tier-II companies and the time has come to focus on quality companies. Talking to CNBC-TV18, he says that while he is bullish on Titan and asks investors to buy the stock on declines, he advises against investing in Tata Motors.

'RBI to look at macro situation before any rate cut'

Weeks ahead of its third quarter review of monetary policy, RBI today said it will look at current macroeconomic situation besides inflation before taking a call on reducing interest rates.

Market needs some policy action to perform better: Enam Sec

With the Enam Conference underway, CNBC-TV18 finds out the mood across conference in such turbulent times from Dharmesh Mehta and Srinivas Subramanian of Enam Securities. While Subramanian said that 2011 will be a little more wary, Mehta told that majority of hedge funds are short or underweight India today.