Watch accompanying videos of Investor Camp held at Jaipur in which CNBC-TV18's Anuj Singhal, Ashwani Gujral of ashwanigujral.com, Yuvika Oberoi, Economist and Vice President at Yes Bank and market expert Ratnesh Kumar shared their readings and outlook on the market and what lies ahead.
Experts believe Brexit may continue to have a short-term impact of markets such as India but said the medium-term impact will be restricted the UK and EU economies.
Ratnesh Kumar, Market Expert is of the view that one may avoid aviation space.
Ratnesh Kumar, Market Expert is positive on IT space.
Ratnesh Kumar, Independent Market Expert is of the view that one can look at banking stocks.
Independent market expert Ratnesh Kumar says levels of 7500 on the Nifty could be breached if the Q3 numbers don't improve.
Independent market expert Ratnesh Kumar continues to remain positive on the IT sector, but says pharma as a whole is valuation-wise expensive. He is underweight on the auto-ancillary space and believes it is perhaps done with its best phase
Ratnesh Kumar, independent market expert, is bullish on capital goods, construction and state-owned banks as he feels these sectors are the best play on an impending recovery.
It is advisable to use the correction, which is a result of Greek crisis and not domestic woes, and pick quality financials and capital goods stocks that will see good returns with revival in capex, says Ratnesh Kumar. The stability in rupee is also a confidence booster making IT stocks attractive.
Ratnesh Kumar, Independent Market Expert is of the view that one may stay away from two wheelers space.
Ratnesh Kumar, Independent Market Expert is of the view that one may focus on capital goods, construction, industrials, banks and cement sectors.
According to independent market expert Ratnesh Kumar, the current consolidation is because the earnings are not justifying valuations. He sees another 5-10 percent downside but remains constructive on market and believes in India story.
In an interview to CNBC-TV18, Independent market expert Ratnesh Kumar said most pharmaceutical companies are quite expensive now and therefore, it would be tough to increase allocation there.
Ratnesh Kumar, Independent Market Expert has a cautious view on the consumer space and feels that one may avoid it.
Ratnesh Kumar, Independent Market Expert is of the view that one may look at industrials, infrastructure or construction or even bank every time there is a dip.
The market had to be cautious about the implications of falling commodity prices, since 56 percent of Nifty earnings was now dollar denominate, Mishra cautioned.
According to Ratnesh Kumar, the finance minister has done a commendable job in contaning the fiscal deficit target of 4.8 percent for FY14.
Ratnesh Kumar, Managing Director & CEO of Standard Chartered Securities has a positive view on the IT space over the next 6-12 months.
Ratnesh Kumar believes that increase in investments will act as an antibiotic to the market in the long-term. Market needs to see more approval of infrastructure projects along with some of those investments actually translating into dollars on the ground
The FM in his Budget speech today spoke about easing registration norms norms for a large number of global investors.
Ratnesh Kumar, MD & CEO, Standard Chartered Securities explains to CNBC-TV18 that the market has survived a period of extreme pessimism last year to witness a restoration of faith and belief.
Ratnesh Kumar of StanChart Sec says any year-end rally would be a great opportunity to lighten up positions for traders.
Ratnesh Kumar, Managing Director and CEO, Standard Chartered Capital Markets, in an interview on CNBC-TV18 gave his views on how he read the budget presented by finance minister Pranab Mukherjee for financial year 2011-12.