Banking and infrastructure may outperform in short term: Gaurav Doshi, Morgan Stanley PWM

Gaurav Doshi, Morgan Stanley PWM, in a chat with ET Now, shares his view on earning results for this quarter.

Where do you think earnings surprises would come in this quarter? Are you expecting that at all?

Expectations are slightly muted this quarter though we expect a lot of sectors to be in line. We do not expect too many positives. There is a slight possibility of positives emerging in banking and infrastructure especially with companies in the shorter tenure over the cycle but barring that, we are pretty much expecting in line no major surprises, just negatives may be something in cement but barring that, really wait and watch.