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Time for bottom-up stock picking; like autos: Nitin Raheja

Nitin Raheja, CIO, Rada Advisors, says it is difficult to take a call on which direction the market is going and so once again the focus should be back on bottom-up stock picking.
Overweight India; downgraded China; see Brent at $60: MS

Jonathan Garner, managing director, Morgan Stanley sees significant growth pickup in India. He is bullish on consumer cyclicals and private financials sectors.
Stay away from banking space: Jigar Shah

According to Jigar Shah of Kim Eng Sec, one may stay away from banking space.

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Private Financials

Time for bottom-up stock picking; like autos: Nitin Raheja

Overweight India; downgraded China; see Brent at &#36;60: MS

Stay away from banking space: Jigar Shah

Overweight India; downgraded China; see Brent at $60: MS