Consolidation in the telecom space would lead to bottoming out of the market. Bharti Airtel remains their top pick from the space because of its leadership and cost effectiveness of P&L account, Susmit Patodia, Head, Institutional Sales, MOSL.
Even though most of Asian funds are overweight on India, the view isn't anything that the markets should be worried about, according to Susmit Patodia, Head of Sales, Institutional Equities, Motilal Oswal Financial Services. Emerging markets flows have been strong over the past few weeks, he told CNBC-TV18.