It is a momentum market at this point in time. Everything is trying to catch up, but we also need to keep in mind that we are in the middle...

At the current market levels, there is opportunity across the board. Valuations are to be looked in relation with the growth outlook, says ...

In the 18-month period, we have seen a lot of reform process; I think we are at fairly attractive levels, says Shah.

The competition from the import side is affecting the margins and the realisations of domestic tyre makers, says Shah.

We have seen a few results delivering well; some companies have disappointed us as well, says Shah in an interview to ET Now.

One of the stocks that we have invested post the earning season is Infosys; it is 15-20 per cent compounded earning story, says Shah.

"The Railway minister's capex plan for the next five year is quite large-scale. And he is not talking without basis. He also has his resour...

"I do not think there are any structural issues. The issues are more of a cyclical nature. As soon as the economy turns, ICICI Bank will be...

If there is a contagion effect, we may see some bit of a reaction in our equity markets some time during the week, says Sachin Shah.

'Retail banking will continue to do well. Selectively, there will be opportunities on the corporate side also.'

"The valuations were running ahead of the time. The Q4 numbers did not actually support that. So, RBI policy was just a trigger."

It was the asset allocation money which was lifting the markets up, rather than any significant call on individual company performances for...

"The quality of spending will be the key thing. The government has been talking of huge reforms. This government has actually come in on th...

"Most of these stocks are fairly reasonably valued. And they have always had a secular growth of anywhere between 15% to 20%-plus."

"Looks like we are good from here on. Of course, the markets may consolidate just around these levels because we are getting into the vacat...

We are in the consolidation kind of a phase where markets could remain in a very narrow zone, maybe in the range of say 8300 to 8500, for q...

The valuations are very rich and at the moment what we are seeing is that the liquidity is just chasing some of the stocks and there is wit...