Auto manufacturers might be better plays, especially the two-wheeler makers, where we see a turnaround on the cards, says Bagga.

It is quite an onerous task to get 75 per cent of the minority shareholders to vote, Bagga said in an interview to ET Now.

I would look at global defensives i.e. pharma and IT stocks, given a slowing domestic consumption story, says Bagga.

We have even seen select IPOs by logistics firms faring well even after the listings, but can these players run up with scale, asks Bagga.

Even if IT firms offer revenue growth of 10-12 per cent, IT stocks should find place in any balanced portfolio, says Ajay Bagga.

Even as we have seen some selling from institutional investors, I would suggest investors to own pharma stocks from a multi-year perspectiv...

An uptick in the economy is benefiting NBCFs and will continue to do so, says Bagga. The expert also holds positive view on private sector ...

CV financiers can grow faster than CV manufacturers, says Bagga in an interview to ET Now. The expert remains bullish on FMCG, IT and pharm...

Despite diesel prices being cut by the government by about 30% from last June, freight rates have only gone down about 5%.

We have some well run companies in this pocket but it is too small a sector to really focus on and so very difficult to give a call.

I would be little cautious. These are still very early days and these stocks are not cheap valuations wise.

Housing finance is no brainer.There is a huge growth you are seeing. Mgmts come out with guidance of 20-25% growth that they are anticipati...

But real estate stocks in India largely have been anti-minority shareholders and very highly leveraged. As a sector, you can do better with...

"Good earnings will see the stocks going up, but we are expecting it to be a sideways market. So, we will have to be followers of the globa...

There is a lot of operating leverage available for these companies, especially the leaders like ACC and Ambuja. These stocks can be owned, ...

"Nifty is mildly positive. It is looking at 230 to 240 seats for NDA, but in last two elections, the opinion polls were off target."

"The sentiment remains very strongly spoilt, maybe overdone like September of last year, the bad news is largely factored into the market."