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    • Long-term trend down but average Budget may trigger rally: Pros

    • Bullish on BoB, SBI, OBC & Shriram Transport: Religare Cap

    • Sell FMCG, buy steel; see next upmove in cyclicals: Mowat

    • See Nifty above 6300; upbeat on Tata Steel, L&T: PhillipCap

      Vineet Bhatnagar, MD, PhillipCapital is of the view that Bank Nifty could also make higher highs given the fact that the broad based index is expected to move higher.

    • Navneet Munot underweight on financial services space

      Navneet Munot of SBI MF is underweight on the financial services within the banking sector.

    • MSF unwind: Play Yes Bank, IndusInd Bank says Religare

      if one were to play the MSF unwind trade then it should be through Yes Bank, IndusInd Bank and non-banking financial corporations (NBFCs) like Bajaj Finance, M&M Financial, says Siddharth Teli of Religare Capital Markets.

    • Bajaj Finance, M&M Finance top NBFC bets: IIFL

      IIFL prefers private sector banks over state owned banks. It is betting on non-banking financial companies (NBFCs) as a rate cyclical play. Bajaj Finance, M&M Finance, Shriram City Union Finance are its top picks.

    • Results review: Karvy bets on private banks, pharma, FMCG

      Varun Goel is bullish on private sector banking names, pharmaceutical companies and FMCG companies on the back of better second quarter earnings.

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