Sarvendra Srivastava, technical strategist at Emkay Global and Saurabh Mukherjea, head (equities) at Ambit Capital, share their views about markets. Mukherjea says it is clearly a bear market now, part of it is driven by inflation. He says something meaningful will happen in February before budget which should act a meaningful catalyst for markets. He choices for investment are: FMCG, paints and gas distribution businesses.
