I would bet on banks and consumer discretionary plays, besides auto and aviation stocks, says Sheth in with interview to ET Now.

We may keep on arguing about local conditions, but all corrections are driven mainly by global risk-on, risk-off trades, says Sheth.

I will be very surprised if you make money by investing in FMCG stocks at current valuations from 2-3 years' perspective, says Nirav Sheth.

There is a bubble in consumer space as investors have stopped relating earnings profiles with that of valuations, says Sheth.

Prices have corrected sharply, but I am not trying to explore investment opportunities in the metal space, says Sheth.

we cannot under emphasise the importance of the restructure, which creates a strong long term funding for the deserving candidates within t...

The big picture in OMCs or in ONGC is to have a pathway to predict the earnings two year out, three years out and for that I need policy in...

I am reasonably sure that two years down the line we will probably get TCS where it is trading right now.

'I would believe that you can be completely underweight or even ignore TCS. Instead, you can buy a basket of Infosys and HCL Tech.'

This is because I am assuming that the strong political mandate means that the right steps will be taken by the government.

hat means that my interest rate expectations will get recalibrated on the lower side and that is equity positive.

"Markets are very pre-emptive in nature. The only way you can ensure returns in this market is by trying to pre-empt it."

"The best thing would be to focus on sectors and companies, which make sense even if you believe that there will be a kneejerk reaction on ...

"You have had Cognizant giving out its numbers for the first time and they had about $500 million of revenue only in SMAC."

"Inflation figures are by and large in line with expectations. People got troubled when inflation spiked up, but judiciously, Rajan has not...

"It is unlikely that the RBI will excessively focus on one particular segment within the inflation numbers, that is food inflation to frame...

"There will be marginal underperformance in IT on relative basis, but I do not think it is an end of trade."