Risk Off Trade

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Brexit a chance to buy; like rural theme, cement: Kotak MF

There will be global hiccups but one should use this volatility to build equity allocation from a long-term perspective, says Harsha Upadhyaya, CIO Equity, Kotak Mutual Fund,
India to weather bad days; cling to exports: Macquarie

If market were to rerate sharply post elections then cyclical stocks could outperform, saysRakesh Arora, Head of Research, Macquarie Capital Securities. He believes Larsen and Toubro along with few private banks like Axis Bank and ICICI Bank are the stocks to own.
Re may cross 55; RBI can't do much unless govt acts: CLSA

As the rupee slide continues, Rajeev Malik of CLSA feels that it is pure risk-off dollar strength that is playing out.

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Risk Off Trade

Brexit a chance to buy; like rural theme, cement: Kotak MF

India to weather bad days; cling to exports: Macquarie

Re may cross 55; RBI can't do much unless govt acts: CLSA