Market correction good opportunity to buy cap goods stocks: Dipan Mehta
So one has to be a bit selective but yes for the time being we are seeing top for the infrastructure sector per se.
Let the market correct before you buy: Ashwani Gujral, Ashwanigujral.com
"The ideas should be: if you went short some time back to take profi...
Current market correction offers good entry point for investors: Nandkumar Surti, JP Morgan AMC
"Economic recovery has started for sure, but ...
Investors should bet on banks & FMCG during current market correction: Dipan Mehta
'Broadly, you should have a few high-performing FMCG or consumer-oriented stocks which are on a secular growth story.'
Current market correction an opportunity to accumulate cyclical names: Amit Khurana, Dolat Capital Market
We believe that banks and cyclicals will probably be the ones to watch out for in the first phase of accumulating stocks, says Khurana.
ITC, HUL can be market performers, but don't expect them to withstand broader market correction: Tushar Mahajan
My own sense is that stocks like ITC and Hindustan Unilever, and some pharma pockets, could probably be hiding spaces, says Mahajan.
Don’t expect Q4 results to be good; may see market correction: Sanjay Guglani, Silverdale Capital
we would look forward to the March results which we expect to be subdued. We have already seen about 4% downward estimate revision.
Market correction inevitable if state poll outcome is unfavourable: Sandeep Shenoy
"A 3-0 verdict for the BJP is being factored in, but if something does not come on those lines, the market could correct. So investors be careful."
Market correction affords opportunity for buying banking stocks: Manish Sonthalia
"Banking numbers, by and large have been good and if we pass through the trough of the economic cycles, valuations on banks should hold."
See markets correcting 4-5% on news flows: Gaurang Shah, Geojit BNP Paribas
Greece elections, outcome of the European Central Bank, and the movement of crude oil prices could impact the domestic market, Shah said.
Buy into India on market correction: Avinash Gupta, BofA Merrill Lynch
The government has cleared projects worth Rs 70,000 crore, but this has yet to translate into order flows, says Avinash Gupta.
Deep cuts in market unlikely this year; blips will be short-lived: Prabodh Agrawal, IIFL Institutional Equities
"There could be some sideways movement. There could be moderate increase going forward. But I do not see a very deep correction happening."
Prefer Maruti, Eicher Motors in auto sector; buy when market corrects: Sudip Bandyopadhyay
"We do like Maruti. You will not make money overnight but over a six-month period, Maruti will give investors good return."
Investors should add cyclicals when markets correct: Rahul Singh, StanChart Securities
Given that cyclicals have underperformed since elections, we think this is an ideal time for some rotation back into cyclicals from a shorter-term perspective.
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