Expect market to do well in the run-up to Budget 2014: Nitin Raheja

In a chat with ET Now, Nitin Raheja, CIO, AQF Advisors, shares his views on markets.

ET Now: So what are the new spaces that you are looking at from now up until the budget which is just 13 odd days away, it is a very subdued and muted expectations, what happens after, which sectors when it comes to cyclicals versus defensives do you think are going to come to the fore?

Nitin Raheja: We continue to believe that the broader market will do well. We are not looking at sectors per se, within sectors we are playing a bottom up game. We could have a TVS Motors on the other side, we could have an HCL Tech on one side or a Yes Bank on the banking side or you could have a Titagarh Wagon where we are playing a railway revival story. So, it is pretty much scattered and across.