"On the other side, FIIs have been continuous sellers in the market largely because of the currency portfolio with which they probably want...

"The government probably would come out with offer for sale in ONGC that would remain as an overhang."

NBFCs, power and telecom cable businesses also are good picks

The housing finance companies within the NBFC space remain reasonably strong. They are not so expensively traded and some could grow betwee...

Welspun needs to give proper explanation for incorrect labelling as otherwise it faces lawsuit in US markets

Prefer to stay with front line IT companies where they have the ability to turn around and change the business model relatively easily comp...

In bank stocks, go for those with focus on retail credit and buy NBFCs on dip.

Not much interested in OMCs for the time being.

Along with new T&D capacities coming up in the system, loss of power would also come under control and private discoms could be incentiveis...

Likes investment themes in insurance and agrochemicals space where growth is happening on the larger side.

The port business could be a rewarding one and Adani Port certainly deserves to be considered one among the first to get into the portfolio

Continue to be upbeat on non-ferrous metal space, especially a company like Hindustan Zinc

Bajaj Finserv and Cox & Kings are midcap stocks where opportunistic trade is possible

Falling markets definitely allow fund managers to add prized stocks in the portfolio

"7200 to 7600 range of Nifty could possibly prevail in coming period"

The business is picking up, including the overseas acquisition, which has basically helped the company in the particular quarter, says Chok...

"The fall in the smallcap and midcap is due to the offloading of the position that some of the leverage traders have created."