Investors were sailing in Modi euphoria last year and nothing that this government has done says this is the time to break faith.

We will become more choosy and we are not going to pick something just because it looks like a flavour of the fortnight, says Sheth.

"There is a tussle between the need to maintain liquidity and having to keep P-Note holders happy. But it ignores a very basic question."

"That is the nature of bull markets. You will see a sharp pullback once in a while. You have to figure out whether or not you want to remai...

We will figure out what is going to happen. I do not think they are going to make their strategy public so easily, says Dipen Sheth.

"These things will play out over the next few weeks. You just have to allow the market some time to figure things out."

The momentum is stupendous. Just look at the FII inflows over the last three-four five days, for example, or even over the month.

The new government is making the right noises, moving the right levers, albeit a little slowly, but very-very steadily.

Whether it's consumer confidence, business confidence or investor confidence, there is a confluence of positives, says Dipen Sheth.

External fund flows are in no threat of vanishing overnight, the Fed’s loose monetary policy is not evaporating. The only thing which was n...

"We are very close to about three months of this new government and there are more gradualism or eager actions visible so far."

In an interview with ET Now, Dipen Sheth, Head-Institutional Research, HDFC Securities, shares his opinion on the market and certain stocks.

"The single biggest factor that is influencing the gyrations in the market is the nature of the currency movements and the associated capit...

"Mahindra is a remarkable company and the core business works at very high return ratio."

"There are some opportunities also. At this point of time, valuations at Divi’s favour the believers."

"To get back your founder along with his son does not look great. But we completely admit that this is going to be a sentimental boost."

In an interview with ET Now, Dipen Sheth, Head-Institutional Research, HDFC Securities, gives his views on the RCF OFS and the opportunitie...