Candidates for REITs, would be big beneficiaries in terms of the valuation unlocking on that side of the business, says Arvind Sangar.

There was a lot of chalk and cheese in this financial sector between companies that still saw NPA situation getting worse and those have se...

Defence is something to keep an eye on with a three-four-year view, there are going to be potentially some big beneficiaries of it.

when you have an improvement in confidence, you see reasonably short order a follow-through in the economy and this time, this does not see...

The biggest positive data in the US has been strong employment growth but lack of any labour inflation as well as any other inflation.

"I guess leaving aside the gas side of the equation so the name like that is interesting but there are number of other bottom up names acro...

"Well, it is so hard to estimate I have seen all kinds of numbers. People have thrown out numbers as high as it benefits GDP by 2% that is ...

'There are pockets of strength but they are more driven by end user consumption than they are by government policy making.'

'It is frankly one of the most disappointing things that this government has done.'

'From a India standpoint, being an importer on the oil front, it is a positive sign to have this commodity price correction.'

'The biggest risk that we are watching right now for India is how quickly the Fed goes towards raising interest rates.'

'The only way domestics can take over is when you see signs that give people confidence that the economy is going to come back strongly.'

'I think that as the economic cycle recovers and as loan growth comes back, banks will be the obvious columns in the Indian economy.'

'That is the range we are in and the earnings have not provided a breakout opportunity. However, we did not expect it to also.'

"If you look over the last 3-6 months, India’s market has been one of the best performing amongst the major emerging markets," Sanger said.

The markets -- between the global factors and the local factors – are going to be more range-bound than what I had hoped of, says Sanger.

Tata Steel’s committee of board of directors in consultation with the book running lead managers has finalised allocation of 83,25,000 shar...