Home Markets Stock Market Live Updates: Sensex trades higher, Nifty above 15,750 led by...

Stock Market Live Updates: Sensex trades higher, Nifty above 15,750 led by IT stocks; banks drag

6

Market Watch: Jyotivardhan Jaipuria, Founder & MD, Valentis Advisors

Pharma is one area in which we are majorly overweight. It is slightly lower than what we were 6 months ago, but still it remains one of our big overweight bets. We are majorly underweight financials. But if we get a decent correction in corporate banks, then we would want to buy because over the next 2-3 years we will see NPAs coming off and the corporate banks will do well. We have some capital goods. We are neutral to slightly overweight capital goods. But that is something over the next 2-3 years which we think will do well and we keep adding to capital goods as we get dips in the market.

Click here for full article…www.cnbctv18.com