Most of the pharma stocks barring a few, are probably at a range where there is not that much left on the table, says Tandon.

"Valuations are still extremely stretched. If there is any kind of upside in the result, all front line companies are trading at very high ...

IT stocks are trading at a lower valuation than the Sensex, has a higher ROE and does not have any debt, by and large, says Tandon.

The seventh pay commission is likely to drive urban consumption; two-wheeler players with more focus on domestic markets, will benefit most...

My answer would be ‘no,’ if you ask me whether Nifty is attractive enough to trade, says Tandon in a chat with ET Now.

Tandon feels that retail participation has helped midcaps outperform largecaps. The expert expects Nifty to do well in the short term.

Stocks of PSBs seem to have factored in most of the negatives, believes Tandon. The expert feels that the forthcoming Q4 results would be k...

Tandon sees enough investment opportunities in the market. He feels that one can avoid OMC stocks as predicting earnings for OMCs is quite ...

"While they did indicate that it would be a little softer than was earlier thought, the market will pretty much take it in its stride."

The growth has been fairly large and well in line, in fact better than some of the analysts’ estimates.

"Unless the exit polls are way off, the election results are not likely to provide any further impetus to the market."

Look at stocks which are not participating in the market so far and continue to see if there is any reason for that to change.

Uptick may happen more in cyclicals than in the defensives or the steady growth company.

Cyclicals are on the upswing as govt is looking to finance consumer sector through banks. The other reason for could be simply that this is...

"They will go in line with whatever they have projected. The assumption on the street clearly is that the estimates will be somewhat guided...

"If you want to be an investor, you need to go out to the Sensex."

Anand Tandon, Director & Head Equities, Brics Securities takes stock of what's hot on the realty & construction sectors.