Once the stability in economy comes, you could see a disproportionate amount of jump in engineering companies' profits, said Shenoy in an i...

Shenoy believes that the market might inch up in short term. He believes that choppiness will prevail in the short term, before we see a ma...

Shenoy said that stocks of consumer-facing NBFCs have seen some correction. But the correction has not been as harsh as seen in stocks of a...

Disinvestment candidates may may remain under pressure, believes Shenoy. He feels that noises ahead of disinvestments will keep weighing on...

'Those are the kind of stocks where we feel cash flow is not going to be impeded at all and growth is going to be predictable.'

'It is not to say that players like L&T are cheap, but the improvement in macro could augur well for them in both medium and longer term.'

'That is where you will have safety from volatility and insulation from the fluctuations.'

'When markets are finally balanced, even the slightest adverse news can trigger some kind of selling and push volatility to a high level in...

"Market is not expecting any big bang measure from this budget. It is more or less about getting an indication or direction of the thought ...

And, I don’t think their interest in the market is generating. The buoyancy will remain for quite a few more days.

"Investors should not try to move into fundamentally well-run sectors and stocks, because once the reversal starts, you are not going to ge...

"On a sectoral basis, we are still bullish on IT, because we feel that is going to be one of the islands of stability as well as growth. "

"The sector is one of the defensive sectors. But the intuitive expectations on the valuations could be a bit on the higher side."

In an interview with ET Now, Sandeep Shenoy, Executive Director–Institutional Equities, Anand Rathi Securities, shares his views on some st...

'ITC ... could go the way TCS has, being a stock which is impervious to the market cycle and happenings'

"When markets exhibit such kind of a sharp downtrend, you have a few more days of flux before rationality sets in," says Sandeep Shenoy.

Private sector banks have been outperforming PSUs for quite some time and the trend could continue because there is not any indication to t...