'We find opportunities in auto and pharmaceuticals. There are some consumer discretionary names also which we like.'

'We continue to advice our clients to use every opportunity, especially the volatilities which come along the way, to use it as an investme...

'I am not too sure if it is going to get significantly disappointed and whether a rate cut actually comes out,' says Taher Badshah.

We are probably going to be hitting into the elections season as well and that is something which is in the minds of the market, said Taher...

"Further upsides will materialise if we can maintain our current earnings momentum. This is the expected scenario for the next two quarters...

Large cap telecom stocks have upside, especially after underperformance & correction that they have witnessed. We essentially own Idea & ar...

In the near term, there seems to be relatively less on the table and we need to probably wait for the earnings season to come up. This sect...

"If the anticipated political change comes about, then there is cause for looking forward to a better economic growth scenario compared to ...

"It is a good decision by RBI since the data was not confirmatory, in terms of giving a direction on where inflation is heading," he said.

A couple of midcap results which have come out seem to be suggesting that we are still in for enough growth, says Taher Badshah.

'A slightly higher uptick in interest rates would mean a modest slippage in NPAs, which will weigh on banks for the time being'

Clearly, we are at a stage where some populist measures will have to be kept aside and hard decisions will have to come and be implemented.

'There are a number of things that we can do internally, which the government needs to act upon,' says Taher Badshah, Motilal Oswal AMC

IT is clearly something which has made money and we believe that sector still holds much more promise, says Taher Badshah.

IT spends in the near term probably should start looking up and more of the discretionary spends should come in a few quarters down the lin...

We are going to see somewhere between 2.5% and 3% QoQ growth and dollar revenue growth in at least top four or five IT companies, says Tahe...

We have been averaging about 8% to 9% corporate earnings growth either measured in terms of the overall basket or even in terms of the fron...