Bullish on Emami, Dish TV: R Venkatraman

In an interview with ET Now, R Venkatraman, ED - India Infoline Group, talks about his view on Reliance and stocks from midcap space.

ET Now: What is your view on Reliance?

R Venkatraman: On Reliance, there is some kind of uncertainty regarding their gas find and once the dust settle downs I think the stock should again pick up especially given BP’s investment in Reliance.

ET Now: What is your call on Reliance, when do you see it start to perform and also if there are any specific stocks from the midcap space that you like?

R Venkatraman: Again, clearly speaking the way if you analyse what is happening to the Indian macro economic theme that consumption as a theme is doing well, rural economy as a theme should do well. So on the midcap space and the stocks which come to my mind clearly is Emami because they are now getting out of the pricing problem, especially they have been hit for the last sometime because of cost push inflation and something like Dish TV which is a direct play on the media space coming on the Indian household spending patterns. So these are the couple of stocks which I think should do well.