Tobias Levkovich

Ridham Desai, Morgan Stanley said he was 200 bps underweight on consumer staples and add this to healthcare. “We add 100 bps to our overweight on energy and trim industrials to a 200 bps underweight,” he added.

Five things that could go wrong in 2014

The outgoing year certainly earns its place in history as one of the best of times for stocks.

'Rotate in May' could be the real spring market play

It`s springtime, and that means it could be a good time not just to rotate the crops but the sectors as well.

Wall St Week Ahead: 'Great Rotation' - A fairy tale?

Wall Street's current jubilant narrative is that a rush into stocks by small investors has sparked a "great rotation" out of bonds and into equities that will power the bull market to new heights.

See S&P 500 at 1615 by end of next year: Citi

Tobias Levkovich, chief US equity strategist, Citi has 1,425 S&P 500 target for this year and 1,615 for next year.

As market heads into April, 'Where is the pullback?'

April has been called the "cruelest month," but in the past two years, it`s when the stock market made its highs for the year.

'Raging bull' mkt set to begin in 12-18 months: Strategist

A decade of zero price gains, two busted bubbles, and successive credit crises have left stock investors as disillusioned as they were at the end of the 1970s, but that could set the stage for a multi-year bull market, says Tobias Levkovich, chief US equity strategist at Citi Investment Research.

See a slow and patchy growth, not recession, says Citigroup

Tobias Levkovich, chief US strategist at Citi doesn't anticipate a recession in the US economy, but sees a slow and patchy growth. He told CNBC-TV18 in an interview that credit conditions in the US are still very favourable for business investments.