A combination of three factors- growth, less fear of FDA and valuations -- is bringing pharma back in game

"Those who want to play short term, they are selling, but it is a no-brainer that the next few months are going to be fantastic."

Allocations to Chinese companies are not doing well. The US economy is not doing too well, which raises the spectre of the US dollar actual...

This is the year which will make the investment for job growth to happen next year. So the way to look at 2015 is, one is the rate trajecto...

"The govt is doing things right, and step by step things will pan out. The budget will be important because that will give us some directio...

"The RBI and the government are now working more closely together because they trust each other’s actions more than they earlier did."

I would be circumspect about buying midcaps in bulk and choose them very selectively going ahead.

"Apart from structural positivity, there is another aspect too: compared to all other EMs, India is still fundamentally much stronger."

It will be a tightrope walk between fulfilling the demands for job growth, and keeping us happy in the knowledge that the policies are alri...

When you talk about cyclical, unfortunately what happens in the initial stages is that you cannot see what lies ahead.

"It will be a range-bound market till the elections, because there is enough support on the downside as well as on the upside. "

'There are still a lot of headwinds and would wait for clearer signs of a turn around before calling it a new bull market,' says Nandan Cha...

"It is not that the currency issue can be tackled by just increasing the interest rates because we have growth issue as well,"said Nandan C...

Historical trends indicate that you need at least 2% cut in the interest rates to be able to revive growth back to trend line, says Nandan ...

In a chat with ET Now, Nandan Chakraborty, MD-Institutional Equity Research, Axis Capital, discusses double digit growth in broader markets...

In an interview with ET Now, Nandan Chakraborty, MD-Institutional Research, ENAM Securities, gives his views on the markets. Excerpts:

Nandan Chakraborty, MD, Institutional Research, ENAM Securities in an interview with ET Now gives his market outlook.