On the financials side, stocks like India Infoline should lead to an equity move as well, says Anil Rego of Right Horizons.

"The PSU lot is pretty much bogged down by the continuous news on NPAs and a lot of companies which are facing issues", Anil Rego said.

If the government continues to do its bit on reforms, India will outperform some of the global markets, says Anil Rego, Right Horizons.

Since the market has run up quite a bit in the last few days, one should probably wait for some time before starting to buy, says Anil Rego.

In an interview with ET Now, Anil Rego, Founder & CEO, Right Horizons, speaks about the markets. Excerpts:

"I hope the rains are good and definitely in case the negative outlook continues, then it will be a sector which will outperform."

Companies in the FMCG sector are something that you can consider. We are a little unsure about IT. IT companies depend a lot on global econ...

I still think GAAR to stay out of the window, at least for the next year. The uncertainty around fund flows is taken away to some extent.

In the current situation, I believe that FMCGs and defensives are the place to be in. It is a safer place to be, best seen by the results a...

On the Indian operations with all this chaos happening on the regulatory side, Bharti would definitely stand to gain in the long term.

"Infosys typically comes in with muted guidance or one would want to see whether they give a guidance somewhere between say 15% to 20%."

Anil Rego, Founder & CEO, Right Horizons, in an interview with ET Now, gives his views on the market

"Investors should just wait out and watch how the numbers are panning out and then take a decision to enter into the sector."

In an interview with ET Now, Anil Rego, Founder & CEO, Right Horizons, shares his views on the forthcoming RBI monetary policy and a range ...

"We are relatively bullish on Reliance because it has underperformed the last rally. So one would expect that after all of this correction ...

Both from growth & defensive perspectives, tier-2 pharma cos are good stocks.

Over the next 2 years, a lot of the gas mines will actually start showing good revenues coming in and that is why I would expect a re-ratin...