"Earnings will eventually catch up, and I would expect India to be in a very strong wicket in the next half of this year."

'Starting January, expectations of the budget will keep the markets high. After that, if the budget looks good, the markets will trend upwa...

"Exports have picked up substantially and are doing pretty well now. Global economies are doing good, and discretionary spends are increasi...

Even as the hot money has been chasing cyclicals on hopes of economic reforms, there has been a shift in FIIs preference post Q1 results.

'India as an economy is doing well, though there are concerns like inflation. However, numbers of core industrial growth have been good.'

"It has been a good budget, which is incrementally positive for India, though I thought there would have been more clarity on the subsidy f...

The concerns about monsoon and the concerns about global economy still remains. If they turn positive, then we are definitely definitely in...

The positives out of the budget for FIIs has been more than the issue of GAAR and the government will try and resolve it as early as possib...

"People should stick to the Indian market. Speculators may move out, but investors might want to put more and more money into India."

"Beyond 7000, the markets would correct. There would be some profit taking which might happen, but 6850 is quite reasonable at this stage o...

If you have a stable government at the Centre with substantial number of seats coming for the major party in the coalition, we would expect...

"We are telling clients to be on a defensive mode, we are telling them to look at stocks which have an export orientation irrespective of h...

"Our FY14 estimate for inflation is about 6.8%. I think there will be a potential 25 bps increase in the repo rate, maybe in the next coupl...

"The rural consumption does not seem to be not happening in a rapid pace," Muthukrishnan said.

"In case of RIL, they are doing a huge amount of capex which will give them benefits in the future," Muthukrishnan said.

"We see that Infy and Wipro are two stocks where we see maximum delta coming in," Muthukrishnan said.

"The Infosys management has moved from being cautiously optimistic to talking of firm improvements," Muthukrishnan said.