Stick to large-caps in telecom, private sector oil stocks, say experts

PUBLISHED ON: February 7, 2012 | Duration: 24 min, 28 sec

   
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Sanjay Sachdev, President & CEO, Tata Asset Management and Arvind Bansal, VP & Head-Multimanager Investment at ING Investment Management discuss market performance, market outlook, GDP growth estimate, Bharti Airtel Q3 preview, ONGC Q3 preview and M&M Q3 numbers. Sanjay Sachdev recommended investors to have a stock specific approach on telecom and choose quality names with pricing power while Arvind Bansal was said that he would prefer to stick to largecap stocks. On Oil & gas, Sachdev was underweight while Bansal said he preferred private sector oil stocks as against PSU oil stocks.
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