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Midcaps to be part of a bull market over the next 2-3 years: Tarun Kataria, Cityspring Management"If you believe, as I do, that Modi will deliver on reforms, midcaps would be very much a part of what will be a bull market."- Infra stocks can outperform in long-term; top investment ideasModi unveiled a 10-point framework for 'suraaj' or good governance, assigning maximum importance to the need for empowering the bureaucracy.
- Infrastructure, steel and banking stocks in for a good run: Tarun KatariaThere are 2-3 growth sectors and infra-related sectors & banking pack, which are in for a good run now, he said.
- Narendra Modi's impact likely to drive PSU pack higher across all sectors: Tarun KatariaThere is a history of Modi ensuring that the companies in PSU pack are actually run well and are responsible to all their stakeholders, he ...
- Bullish on the PSU banking pack, says Tarun KatariaThere is need to change some of the laws around 50% ownership. So I would be generally bullish on the PSU banking pack, he said.
- Terrific time to go long with 3-5-year view on India: Tarun KatariaPick your moments over the next month or so, or six weeks. We have terrific time to go long with a three to five-year view on India, he sai...
- Midcaps to be part of a bull market over the next 2-3 years: Tarun KatariaAfter the big run-up in some of the liquid names that the FIIs typically chase, midcaps would be very much a part of what will be a bull ma...
- Will continue to stick with liquid, high-quality stocks: Tarun Kataria, Cityspring Management"You would expect to see that export boom come off a bit late. A proper manufacturing policy that China for example is that makes their exp...
- Will stick to liquid, high quality stocks: Tarun Kataria, Cityspring ManagementMahindra & Mahindra is a great story and it is still not trading above 1000, says Tarun Kataria, Cityspring Management.
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