Ur Bhat

In an interview to CNBC-TV18, UR Bhat, Director of Dalton Capital Advisors discussed fundamentals of the market.

Here are UR Bhat's fundamental views on market

Watch the interview of UR Bhat, Director of Dalton Capital Advisors with Prashant Nair and Ekta Batra of CNBC-TV18. He shared his reading and outlook on the market and also gave recommendations on various stocks.

Mount 10K not far off from here for Nifty; focus on EPC players: Dalton Capital

Commenting on specific sectors, Bhat is positive on white good makers which have been consistent performers on a year-on-year basis.

GST might be disruptive like demonetisation: UR Bhat

In an interview with CNBC-TV18, UR Bhat said that going ahead the US Fed meet and roll-out of the goods and services tax (GST) will act as a catalyst for the market.

Quarterly results may be much worse due to note ban: Dalton Cap

According to UR Bhat of Dalton Capital, corporate earnings for the quarter would be much worse than expected due to demonetisation.

Budget only solace for markets; banks still shaky: Dalton Cap

IT and automobile are the sectors to hide in at this time, UR Bhat, director of Dalton Capital Advisors said. Any bet on banks can be taken after December quarter results only.

Markets can't handle 2 more months of outflows: UR Bhat

Speaking to CNBC-TV18 UR Bhat, Director of Dalton Capital Advisors said that if the demonetisation woes taper off in the next 10-15 days, the market will get busy with other things.

US policy not likely to change a lot if Trump wins: UR Bhat

Discussing market fundamentals on CNBC-TV18, UR Bhat said that a Donald Trump presidency will bring uncertainty in the market but the US policy is not likely to change dramatically if he wins.

Markets could be volatile if Donald Trump wins: UR Bhat

If Donald Trump wins the correction won't be too deep but the market will remain volatile as a potential Trump victory has not been factored in, says UR Bhat, Director of Dalton Capital Advisors.

GST passage may catapult Nifty over 9,000 in FY18: Dalton Cap

If the GST is passed, it would give a good opportunity for short-term traders to sell, says UR Bhat, Managing Director, Dalton Capital Advisors.

Investor Camp: Is it a good time to invest in equities?

Watch accompanying videos of Investor Camp which held at Delhi in which UR Bhat of Dalton Capital Advisors and Ashwani Gujral of ashwanigujral.com shared their readings and outlook on the market and equities.

Dalton Cap checks boxes for domestic cos & industrials

Biggest risk to the market is lack of FII inflows because post Brexit, there could be leadership changes in the UK which could lead to a risk-off, especially for emerging markets, so one must position oneself accordingly, says UR Bhat, Director, Dalton Capital Advisors.

Don't see Nifty below 7500; DIIs backing mkt: UR Bhat

Although the foreign institutional investors have been selling, domestic investors continue to support the market, said UR Bhat, Director, Dalton Capital.

'I will buy PSU banks when higher recap number is announced'

UR Bhat of Dalton Capital says a turn in the investment economy -- likely a few quarters away -- and higher recapitalization figure is what the market needs for bank stocks to become ripe purchases.

See profit booking in PSU banks: UR Bhat

UR Bhat, Director at Dalton Capital Advisors is of the view that one may see profit booking in PSU banks.

Time to deploy cash; see upside for NCC: Experts

Sudarshan Sukhani, s2analytics.com says there are no shorts in this market and one needs to stay long in the Nifty

Nifty to hold 8K; don't rush to buy PSU banks, FMCG: Dalton

Market movements should not worry long-term investors, says UR Bhat, Director, Dalton Capital Advisors. He feels the bottom is near and Nifty can move higher from current levels.

Valuations will be attractive at 8k level; like auto: Bhat

Issues such as rising oil prices, taxation and uncertain monsoon have been weighing the market since it was 400 points higher than it is now, says UR Bhat of Dalton Capital.

See no change in sector allocation, like BFSI space: Dalton

Most people according to UR Bhat are overweight on spaces like autos, BFSI, engineering. However, one can now start nibbling into infra on back of government spending, he adds.

Eyeing Greece polls, Fed meet; count on banks, IT: Experts

UR Bhat says the 4.2 percent fiscal deficit target is difficult to achieve but if government continues with its reform drive, market may pardon that number being missed.

Stay overweight on cyclials hereon: Dalton Cap

In an interview to CNBC-TV18, UR Bhat, Managing Director of Dalton Capital Advisors shared his outlook on various stock specific bets and where the market is headed hereon.

Prefer private sector banks: UR Bhat

UR Bhat, Managing Director of Dalton Capital Advisors is of the view that one may prefer private sector banks.

Interact with CNBC-TV18: More pain ahead for PSU banks, advises Dalton

UR Bhat, MD, Dalton Capital Advisors believes there is further pain on the PSU banking front in addition to what is generally seen as NPA problems. In addition they will have to start toning down their growth rates because of lack of capital because the only one who supplies capital is LIC and that has been done to the hilt.

Cautious on hope trade; buy pvt banks, autos: Dalton

UR Bhat, MD, Dalton Capital Advisors is cautious about the hope trade. However, he believes the Modi trade is worth playing. He says cyclicals will start looking better on the hope that huge changes will happen.

Interact with CNBC-TV18: Dalton advises moving to cyclicals if stable govt formed

If there are indications that there would be a decisive government in place then cyclicals are the one‘s which will offer one of the best delta says UR Bhat of Dalton Capital.