Vedanta, Hindalco Industries, Tata Steel and Steel Authority of India advancing 2-4%.

Even if RBI does cut the rate, transmission is unlikely to happen.

It is more of a bottoms up kind of an approach within the pharmaceutical sector.

We would like to have a wait-and-watch approach before getting into consumption stocks.

“The rally in such companies will not sustain,” said Chokkalingam.

It is very difficult to get into sectoral themes in 2019, says the IIFL VP-research.

In total, 22 of the Nifty 50 companies saw their EPS decline in the range of Rs 0.2 to Rs 32.2.

Overall, HFC is a segment where you should venture only if you are a high-risk guy, says Sofat

“Expect a cut in earnings for all the wholesale NBFCs going forward.”

"We believe Hero could be one stock which provides a decent risk reward at current levels."

"We will like to see 10% more correction in cement stocks before building a position."

"The privatisation of banks looks quite unlikely in the current political scenario."

The Indian VIX is close to around 10 which clearly shows that no one is pricing in any risk in the market

I am pretty confident that going forward despite that short-term challenges of GST, one is likely to make decent amount of money from curre...

It is duopoly business with NSDL and CDSL being the only two players right now in the market.

M&M looks quite interesting at this particular juncture. Valuation wise it is around 25% discount to the other auto companies, he said.

"I would rather look at focussing more on B2B kind of businesses, currently something like a Power Finance Corporation."