One needs to put money now from a medium-term perspective or long-term perspective, needs to be very clear on the risk and reward.

From a three-month perspective, it is a pretty dicey call, one needs to see where the market goes overall in the next 2-3 months.

Ideas from six months to one year possibly could be HCL Tech and Satyam Computers, one because of valuation arbitrage and also because of t...

Idea for the next 12 months could be a Mahindra & Mahindra, one is because of the fact that there is a structural uptick.

Our picks are HCL Technologies on the mid-cap side trading at about 12-13 times growing at about 30-35% with a possibility of a margin expa...

We are fairly bullish on the IT space. In the next two years, there is enough visibility with almost $20-25 billion of deals up for any wea...

"This is a company which we think will grow at about 18% to 20% CAGR from a one year perspective."

"We would like to buy Tata Steel and Sterlite at these levels even though the upside from here could be limited."

With such a large pension provisioning of close to 8000 crore being adjusted from reserves means that capital adequacy is now at about 12%.

"It will be interesting to see where ONGC goes at least in the short to medium term especially with crude still hovering at around $110-$11...

This is a kind of behaviour we are seeing in the market with these kind of stocks doing well.

"We have seen a turnaround on their FMCG business so from that perspective we like ITC."

"The stock has done very well in the last few months but again this is a good stock to buy for long term investors and also a good stock to...

"I would probably see couple of percentage points downside in the short term and we see the markets being in a broad range of between 5300 ...

"Capital goods, utilities, infra, large asset infra plays are areas which we have been underweight for a while now and we continue to be un...

"In terms of the game plan, it is still too early to comment but Reliance has been aggressive and trying to be little aggressive on their p...

"We would not rush in and buy at these levels and rather wait for the markets to correct and the prices to correct."