Parag Thakkar

Investors should focus on companies that are emerging from the bottom of earnings cycle and are likely to benefit from the revival in rural economy, says Parag Thakkar, head of institutional sales at HDFC Securities.

After continuous stress for two years, government's focus will be more on rural India in this Budget, he said.

Parag Thakkar, head of Institutional sales at HDFC Securities, says the best way to trade in the current volatile market is to be stock specific. He advised investors to stay with stocks which are not very expensive, not over-owned by foreign institutional investors and not over-leveraged.

Parag Thakkar, head of institutional sales with HDFC Securities told NDTV that markets are likely to head higher as the US Fed rate hike has been priced in and from September there may be a rate hike in US and Greece will have limited effect on the markets.

Investors should focus on companies that are emerging from the bottom of earnings cycle and are likely to benefit from the revival in rural economy, says Parag Thakkar, head of institutional sales at HDFC Securities.

After continuous stress for two years, government's focus will be more on rural India in this Budget, he said.

Parag Thakkar, head of Institutional sales at HDFC Securities, says the best way to trade in the current volatile market is to be stock specific. He advised investors to stay with stocks which are not very expensive, not over-owned by foreign institutional investors and not over-leveraged.

Parag Thakkar, head of institutional sales with HDFC Securities told NDTV that markets are likely to head higher as the US Fed rate hike has been priced in and from September there may be a rate hike in US and Greece will have limited effect on the markets.