"We need to continue to look for good stocks which make business sense. That is a better strategy than to look at the current news flow and...

It is very difficult to comment on short-term trends, but the Chinese markets have corrected and globally, there is a pullback towards fund...

"We have said many times that there would be corrections in bull markets. These corrections have to be juxtaposed with the fundamentals."

'We would look very closely at these four sectors. Capital goods is probably a mid-cycle kind of play. So we are looking at that too.'

"The Indian markets are reliant on global fund flows to a large extent. So it is inevitable India will feel the shocks of any kind of globa...

We are very well positioned as an economy and we seem to have been making the right noises from a political perspective and that is a posit...

The overall sentiment is good domestically and globally people are overweight on India, but the global situation is not very positive for e...

There are some small caps and midcaps who definitely didn’t need to run up as much as they did.

'There is a lot of expectation around recovery. I would rather focus on that, than on the GDP number,' says Lalit Nambiar.

"Given where India is despite the short-term numbers on current account deficit etc., the fact remains that we are structurally not well-po...

There would be some tactical, small percentage tactical calls which people could take on the public sector banks, but largely in terms of a...

In some cases, banks are nimble enough to sell down these assets but in other cases, they will have to take the hit and to that extent, pri...

There seems to be a flow factor towards equities globally and emerging markets also. Therefore, India has benefited from that.

The budget has been reasonably good considering the constraints before the Finance Minister and keeping in view the election year, says Lal...

GDP is a factor to be kept in mind, but it also plays its own supportive role if RBI is looking at the rate cuts, says Lalit Nambiar, UTI A...

There is a feeling among some investors, possibly even retail investors, of having missed out on something which was building up, says Lali...

In an interview with ET Now, Lalit Nambiar, Sr VP & Fund Manager, Head-Research, UTI AMC, speaks about the market. Excerpts: