UR Bhat Of Dalton Capital
📌 Expect market to trade in a range with important support for Nifty at 10,150
📌 Expected earnings growth may not give impetus to the market
Would steer clear from companies under investigation
📌 Expect higher valuation banks to grab the opportunity and grow at more than 20-25% going forward
📌 Should be size agnostic in aviation and look at profitability
📌 Tyre stocks have become a commodity play, important to watch rubber prices
📌 Would stay away from telecom stocks due to destructive competition
