M&M is not giving an opportunity to enter while Tata Motors at current levels looks very attractive.

A lot of traders are looking to go long Infosys given its over sold position.

Banks like Yes Bank have given good results. More importantly in the sector we want to buy banks who have disclosed results.

If the FPO is called off ONGC will remove a over hang of supply on the stock and the stock could trade higher.

Even though infra is looking very attractive on a valuation front, we have being very selective of what we are choosing.

The market is looking towards the government for some reform agenda and some movement in terms of policy action.

Further concerns of rate hikes and inflations spiralling out will keep the market on the higher end.

I like consumption stocks but I think that valuations do not justify any recommendation right now.

There is no doubt that TCS is going to have a good quarter but the full valuations limit the upside on the stock from a price point of view.

This is a sector that will always give us an opportunity to hide in, so as an investor, he would stay put if a person does not have IT expo...

At 260-270, we may see fundamental value but the problem is the hangover of ad hoc policy by the government, that’s going to impact sentime...

We do not see any major excitement which will cause some major upside or re-rating of the cement sector.

We have an extremely minimal real estate exposure. The only two stocks we are looking at right now are Sobha and Phoenix Mills.

If you own IT stay invested but we would not really be chasing IT especially the large caps at this level.

"Energy is definitely a space where we would like to be biased with a clear long-term bias, not really taking a near term view there."

"We continue to be biased in the metal space on any dip with a 12-6 month view."

"I think IT, FMCG, little bit of healthcare and selectively in the financial space there is definitely good opportunities to book profit."