"The Brexit obviously does occupy the minds of lot of us investors, but I think it is too close to call."

Will wait and watch how quickly rural consumption picks up before taking a call on some of the consumption names.

"My own feel is that the government will continue to stick to fiscal consolidation."

"I strongly feel that foreign institutional investors will return once a lot of these global instability gets sorted out."

"We will have opportunities across all spaces. Because this correction has brought valuations to reasonable levels, we will start looking a...

The Indian markets are at 15.5 times one year forward. So they are not cheap markets. People are overweight, there is a Fed rate hike in th...

The way we look at markets is that we do think that this rerating that is happening to India and the Indian asset mark it will continue.

India has been one of the best performing markets across the world and at some point of time, there will be a reality check and the market ...

'Political risks have come down post elections and there is a lot more confidence in the fact that we have a government that will work. '

'The India-dedicated funds could still allocate money to India, given that there is a little more confidence in the macros'

"Equity markets have reacted because of the fact that, one, interest rates will go up and, two, this sort of increase in interest rates wou...

As interest rate keep falling down a lot of leveraged firms will also start doing well, says Sashi Krishnan, Birla Sun Life Insurance.

Market is about identifying well-managed undervalued stocks where alpha can be generated, says Sashi Krishnan, Bajaj Allianz Life.

In an interview with ET now, Sashi Krishnan, Chief Investment Officer, Birla Sun Life, speaks about the markets. Excerpts:

"Both on the domestic side and on the global side, there is a lot of uncertainty and it is because of this that there is so much of fear cr...

In an interview with ET Now, Sashi Krishnan, CIO, Bajaj Allianz Life Insurance, talks about the market. Excerpts:

In an interview with ET Now, Sashi Krishnan, CIO, Bajaj Allianz Life Insurance, speaks on the market and the change of guard at Infosys.