Bullish on Sobha Developers and Phoenix Mills: Gaurav Doshi, Morgan Stanley PWM

In a chat with ET Now, Gaurav Doshi, VP Equity Specialist, Morgan Stanley PWM, shares his investment ideas.

Do you own real estate stocks? If yes, which ones?

We have an extremely minimal real estate exposure. The only two stocks we are looking at right now are Sobha and Phoenix Mills because we think they have a very unique model which allows us gives us some sort of defensive downside protection. So these are the only two names that we are looking at, barring that we are still not too gung-ho on the sector right now.