"We are going to see a monster of a rally. I am not talking about the immediate short term, but from a three to five-year point of view."

Now that EC wants to delay price hike notification after election results are out, this could be short term negative for Reliance and ONGC,...

"This is because you will have 11 parties, they will have different opinions. But sentiments are going to get soured," says Manish Sonthali...

'It is a bit too early to call it an emerging market contagion, but who knows how the currencies are going to react.'

"Stocks that we like from midcap pharma space would be Aurobindo and Biocon, but as of now, we have just zeroed in on Ipca as one of the to...

Page, Eicher Motors and Glaxo Consumer to do well on earnings uptick, says Manish Sonthalia.

"It is a pre-state election rally and Dec 8 will be the crucial date, when the results will be declared," says Motilal Oswal AMC.

'Valuations are beaten down for the bulk of the market, but visibility is not there and where the visibility is you get stocks at reasonabl...

"We are anticipating that gold demand will remain upbeat."

'Rather than buying into stocks where there is no visibility on earnings its better to go for actual value,' says Manish Sonthalia, Motilal...

Our sell side guys are suggesting 1368-1370, broadly the consensus would be around 1300, says Manish Sonthalia, Motilal Oswal.

Though there is no clarity on fertilizer issues, sooner or later these stocks will see appreciation in prices, says Manish Sonthalia.

We have an exposure to Godrej Properties through Godrej Industries. Sobha is also quite a good name, says Manish Sonthalia.

"I do not think that the global markets would be too unsupportive along with the fact that govt would lead to a positive bias towards the m...

"When we look at the fundamentals -- whether it is inflation, IIP -- negatives have already been built into the price," says Manish Sonthal...

Manish Sonthalia, Vice-President and Fund Manager, Motilal Oswal Asset Management, in a chat with ET Now, gives his portfolio strategy. Exc...

It seems pecking order in IT stocks will change with HCL Tech likely to outperform Infosys soon, said Manish Sonthalia, Motilal Oswal Asset...