Valuations are in favour but this is going to be a long haul for telecom companies, says Maheshwari

Other than midcap banks, cement and metals midcaps also doing well, says Maheshwari.

NBFC sector would not be getting its mojo back for next two quarters, says Maheshwari.

“Enthusiastic about growth despite declining margins for both Infosys and TCS.”

After the current quarter results, you are going to see some amount of profit taking happening.

For Q3 earning, there would be pockets where you would be positively surprised actually like cement, says Maheshwari