If the RBI goes for a 25-bps rate cut, it will not enthuse markets to act. But if the commentary continues to say that yes, we are seeing d...

"From our perspective, while the global macro is becoming uncertain, I do believe that once the dust settles down, it will augur well for I...

'At least from a top-down approach, India does look like a country where growth is going to be extraditing from where it is. Inflation is c...

The flows are coming through because there is an anticipation of a recovery going forward both in the economy and in the earnings, says Gaj...

"June is just 15 per cent of the overall rainfall. Hence, deficit rains in June are not very important. It should be fine if the rains pick...

"I do not think the rally would be over in case the markets get what they are hoping for and from that perspective the market rally still h...

"Unless you get the political scenario out of the way, the markets cannot really decide on which way they are headed for."

There will be some consolidation, some correction and again the markets will try and catch up with fundamentals once things improve again.

The market is anticipating at some rollback on measures taken by RBI earlier. If that comes true, the market could hold for a while.

The market today is in a complete risk off mode where we continue to give higher multiples to sectors where the fundamentals are deteriorat...

We are no longer overweight IT. We continue to be long on pharma and have trimmed our positions a little bit in the banking space, says Pra...

"One would expect the earnings upgrade cycle to begin. Depending on that, the future course of the market would be determined," says Prasun...

A meaningful fuel price hike can help oil refiners and also reduce the risk of a rating downgrade going forward, believes Prasun Gajri.

Market will become a very news-driven kind and as long as the expectations are met, we will be fine, says Prasun Gajri of HDFC Standard Lif...

We will see probably the stronger players getting stronger and this has been kind of evident from one state where MNP has been in existence...

How do you really implement it on the ground is a challenge, so under the new recommendations, which have come out from the Malegaon commit...

Prasun Gajri, CIO, HDFC Standard Life gauges the market play going ahead in the cement and auto space with ET NOW.