According to Dhiraj Agarwal, the current trend in the market is more stock-specific rather than being sector-specific
Rahul Singh, Head of Equity Research at Standard Chartered Securities is of the view that one may prefer Maruti Suzuki India and Bharat Forge.
Rahul Singh, Head of Equity Research at Standard Chartered Securities has a bullish stance on Kaveri Seed Company and PI Industries.
Rahul Singh, Head of Equity Research at Standard Chartered Securities is of the view that one may prefer Sobha Developers, Prestige Estates Projects and DLF.
According to Rahul Singh, Head of Equity Research at Standard Chartered Securities, ACC is the top pick from the cement space.
A large part of the index now comprises of exporters. So earnings, one is feeling much more secure and weak rupee has ironically helped earnings rather than depress it, says Rahul Singh of Standard Chartered Securities.
Rahul Singh, head of equity research of Standard Chartered Securities is of the view that Tata Power Company may test Rs 100.
Rahul Singh, Head of Equity Research of Standard Chartered Securities says a little bit of election beta rally has picked up steam in the last 3-4 weeks. The portfolios need to add a bit of an election beta and reasonably priced election beta - investors don‘t need to go out there and buy some high risk stuff but reasonably priced stocks, he adds.
According to Nirmal Jain, the probability of a stable government is getting stronger and is driving many good quality investors. He believes at every correction, there are investors looking to buy into the market.
Rahul Singh, Head of Equity Research at Standard Chartered Securities is of the view that one may pick Tata Power within the power space.
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
Six months back, there were concerns on the JLR volumes in China, but things turned around completely, says Amit Kasat, Standard Chartered Securities.
Rahul Singh, Head of Equity Research of Standard Chartered Securities says that Tech Mahindra, Wipro, MindTree and HCL Technologies are top picks.
Rahul Singh, Head of Equity Research of Standard Chartered Securities is bullish on Aditya Birla Nuvo and PVR.
Rahul Singh, Head of Equity Research of Standard Chartered Securities expects 10-15 percent upside in Maruti Suzuki.
Standard Chartered Securities' consumer analyst Sanjay Singh says one should be cautious on Titan at this point of time. He said they had downgraded the stock to an inline.
Standard Chartered Securities analyst Sanjay Singh says ITC's Q4 results were in-line with his expectations and the other FMCG business turning profitable surprised. The brokerage, meanwhile has downgraded Titan Industries to 'in-line.'
Rahul Singh, Head of Equity Research of Standard Chartered Securities said he would go with ONGC and Oil India. According to him, these companies will benefit from hike in gas price that is likely to happen.
Rahul Singh, Head of Equity Research of Standard Chartered Securities said they would stay with the private sector banks.
Rahul Singh, Head of Equity Research, Standard Chartered Securities said they had an in-line rating on Housing Development Finance Corporation (HDFC).
Rahul Singh, Head of Equity Research of Standard Chartered Securities said they would see a sideways correction or time correction for a long period of time in valuations of Hindustan Unilever.
Rahul Singh, Head of Equity Research of Standard Chartered Securities likes HCL Technologies and Tata Consultancy Services (TCS) in IT space. Both stocks look good, he adds.
Deep correction in gold price has spurred branded jewellery demand which has benefited Titan Industries in the short run, Sanjay Singh, Associate Director, Standard Chartered Securities said in an interview to CNBC-TV18.
One can prefer private sector banks, says Dhiraj Agarwal, Standard Chartered Securities.