Sandeep Bhatia

The Head of Equity and Country Head-India at Macquarie Group shares his views on the information technology sector, future of Electric Vehicles (EVs) and the scope offered by the country’s defence sector.

Macquarie’s Bhatia says market may correct 5%, open up buying opportunity

Places bet on better economic prospects going forward and hence believes any correction would be a good time to keep purchasing.

Focus on domestic stories; eye stocks which will gain from GST; like ITC: Macquarie

Macquarie Securities’ Sandeep Bhatia feels one large cap stock to benefit from GST and stable taxation could be ITC. Meanwhile, Asian Paints, Voltas and Crompton Greaves Electricals could be looked at.

Mkt attractive post 10% correction from current levels:Macquarie

Speaking to CNBC-TV18 Sandeep Bhatia, Head of Equity, India at Macquarie said that markets could trend down over the next couple of months. Any 10 percent correction from current levels will be reasonable, he maintained.

Nifty a buy at 8000, sell at 9000; like Cipla, SBI: Kotak

On the reforms package for PSU banks anounced on Friday, Bhatia says it is just one of the steps for revamping state-owned banks and that a lot more needs to be done.

Kotak's Nifty Trade: Buy at 8000, sell at 9000

According to Kotak Institutional Equities' Sandeep Bhatia, "we're in the waiting room for the growth pick-up train to arrive" and till then, the market will be ranged.

Infosys, TCS top picks: Sandeep Bhatia

Sandeep Bhatia - Executive Director at Kotak Institutional Equities is of the view that Infosys and Tata Consultancy Services are the top picks from the IT space.

Look at Asian Paints, prefer Ashok Leyland: Sandeep Bhatia

Sandeep Bhatia - Executive Director at Kotak Institutional Equities is of the view that one may look at Asian Paints and prefers Ashok Leyland.

Prefer Axis Bank, Tata Motors, Maruti Suzuki: Saneep Bhatia

Sandeep Bhatia - Executive Director at Kotak Institutional Equities is of the view that one may prefer Axis Bank, Maruti Suzuki and Tata Motors.

Nifty @ 7800 good entry point; pharma, FMCG may fall: Kotak

The next round of positive trigger will be both the houses of the Parliament passing the Land and GST Bill, says Sandeep Bhatia of Kotak Institutional Equities. Another positive will be if BJP does well in Bihar. Even an RBI rate cut will be a short lived positive for the markets, he adds.

Axis Bank good opportunity, says Sandeep Bhatia

Sandeep Bhatia, Exec Director & Head-Sales at Kotak Institutional Equities is of the view that Axis Bank is a good opportunity at the current level and prefers LIC Housing Finance.

Parl tussle spooking Nifty; IT to be flavour of mkt: Kotak

Sandeep Bhatia, Executive Director & Head Of Sales at Kotak Institutional Equities, says the Indian industry should be allowed to expand by easy acquisition of land and the ongoings in the parliament act as a huge headwind for the Nifty.

Look at PI Industries, Dhanuka Agritech: Sandeep Bhatia

Sandeep Bhatia, Executive Director & Head-Sales at Kotak Institutional Equities is of the view that one may look at PI Industries and Dhanuka Agritech.

Look at ICICI Bank, LIC Housing, Bajaj Finance: Bhatia

Sandeep Bhatia, Executive Director & Head-Sales at Kotak Institutional Equities is of the view that one may look at ICICI Bank, LIC Housing Finance and Bajaj Finance.

See Nifty at 8500 in March, Q4 nos to be subdued: Kotak

Sandeep Bhatia, Executive Director & Head of Sales at Kotak Institutional Equities, expects financials to remain weak till the month-end and feels consumption-theme stocks may see correction in the near-term.

Prefer Max India, Maruti Suzuki: Sandeep Bhatia

Sandeep Bhatia, Executive Director & Head of Sales at Kotak Institutional Equities is of the view that one may prefer Max India and Maruti Suzuki.

Prefer Tata Motors, Ashok Leyland, Maruti: Sandeep Bhatia

Sandeep Bhatia, Executive Director & Head of Sales of Kotak Institutional Equities is of the view that one may prefer Tata Motors, Ashok Leyland and Maruti Suzuki.

Prefer SBI, ICICI Bank, Bajaj Finance: Sandeep Bhatia

Sandeep Bhatia, Executive Director & Head of Sales of Kotak Institutional Equities is of the view that one may prefer SBI, ICICI Bank and Bajaj Finance.

Mkt in wait & watch mode; India to perform better: Kotak

The market according to Sandeep Bhatia of Kotak is already looking past the Interim Budget event and hoping for a better policy environment and a credible government, which can help put in place the drivers for stronger growth

Mkt to stay rangebound until polls; Infy top IT bet: Kotak

Sandeep Bhatia remains bullish on Infosys after the company posted a better-than-expected result and despite senior management exit recently.

Like Container Corp, Glenmark: Sandeep Bhatia

Sandeep Bhatia, Executive Director & Head of Sales at Kotak Securities advises buying Container Corporation of India.

Sandeep Bhatia positive on Coal India, NMDC

Sandeep Bhatia, Executive Director & Head of Sales at Kotak Securities is positive on Coal India and National Mineral Development Corporation (NMDC).

FIIs expect Indian market to improve in 2014: Kotak Sec

Giving his stock/sector specific views, Bhatia says he is positive on Coal India and NMDC due to special dividend expectations.

Sandeep Bhatia neutral on banking space

Sandeep Bhatia, executive director & head of sales at Kotak Institutional Equities is neutral on banking space.

Market to grind up on better macro, neutral on banks: Kotak

Sandeep Bhatia sees modest foreign fund inflows in near term, and is bearish on infrastructure, consumer goods and real estate shares. He sees oil sector offering good value, and expects stable long term crude oil prices because of Iran agreeing to the nuclear deal.