In an exclusive chat with ET Now, Gautam Chhaochharia of UBS, says the GST passage comforts around the longer term growth potential being r...

In a chat with ET Now, Gautam Chhaochharia, ED & HoR - India, UBS, says is worried about expectation surrounding high interest of near term...

Despite continuous earnings cuts over last four-five years, we see some more earnings downgrades going ahead, says Chhaochharia.

" If we are looking at from a two-year perspective, obviously this sets the base for a more sustainable recovery."

Indian markets have been outperforming emerging markets in Asia, so this is one-day move and you should not read too much into that.

In the context of a Nifty target of 9200, current levels are definitely much more attractive than they used to be three-four months back.

FIIs would want to see is a bit of more reforms from the government, a bit of more action in the Parliament wherein key bills get pass thro...

"But if the Budget 2015 sticks to the fiscal consolidation path, then it would broadly be in line with what the markets are expecting."

India is not lightly positioned amongst foreign investors also. Most of them are already reasonably overweight India.

If the market starts seeing a positive election outcome - either real or anticipatory - then that is a number the market could look at, he ...

The building blocks for investment cycle was the key reason for us remaining positive on these two names and these two stocks have done wel...

We are not bullish on Reliance because of the gas price hike, but we are positive on the rest of the business contributing positively over ...

"It is unlikely that the markets will start to price in completely a positive electoral outcome before that outcome actually happens."

"We are overweight on IT and Infosys is top pick in the near term, while TCS is a safe bet from longer term."

Mahindra, Tata Motors and Maruti our top four wheeler picks, but for different reasons, says Gautam Chhaochharia of UBS.

"The top picks for us are Infosys and TCS. We remain overweight on broader IT services."

'The policymaking environment will be better post-elections and election getting over is a bigger overhang behind us rather than the outcom...