So, how the capex cycle revives, how the investment cycle revives is key but global cues is something that is going to create a huge overha...

'IT is something that we will continue to prefer over a longer timeframe; therefore, Infosys, TCS, HCL Tech are names which we are continue...

"Domestically we are still staring at all the factors related to monsoon logjams and parliament reforms not going through."

"In the coming quarters, with yuan devaluation, you are going to see losses to expand specifically when it comes to South-East Asia."

"Nifty will trade in range of 8100 to 8600 but stock specific action will rule the roost rather than the index movement itself."

The top line growth should be anywhere in excess of 22 to 23% over the next couple of years, so the stock is quite reasonably placed.

With the kind of earnings that we are witnessing at the current juncture, there are more earnings downgrades to follow, says Mayuresh Joshi.

Our take is that the markets are bound to stay in a range, probably the markets will perceive what kind of earnings come through from the I...

So in that respect itself, our take is that companies like KEC International are bound to do well. It has got a decent order book size in e...

Our take was that the excise duty was probably going to get rolled back. Markets were factoring in that piece of information probably comin...

Even if you look at the earnings part of it, earnings have been quite subdued except for a few companies within a few sectors which have pe...

"Currency is possibly the weakest link in the whole chain of events, leading to de-growth in the corporate earnings."

Again the results of Axis or Kotak Bank clearly indicate that the stress in the assets on the NPA side is inching up, as far as the private...

However, if one needs to take a view on the IT counters, TCS, HCL Tech, Tech Mahindra out of the large cap IT still remain favourable bets.

'Upsides beyond 6000 are looking a little bit bleak at this point of time, considering the situation we are in both on a macro scale domest...

"Private banks are looking like a better spot to play within banking, which is more or less to do with the CASA, credit quality and credit ...

From a short to medium-term perspective, the markets might trade in a very tight range between 5500 and 5800.