SP Tulsian of sptulsian.com spoke about his reading of the market and his outlook on various stocks, in an interview.

“As a fundamental analyst of a brewery segment, I will be initiating a sell call, exit from the stock, this is the opportunity and you may look to enter again,” he said.

“We will be taking a renewed buy call on the real estate stocks where the real estate companies are having presence in these geographies (metro and tier I cities like Bangalore, Mumbai, NCR kind of things),” he added.

“We like non-banking financial companies (NBFCs) and housing finance stocks in finance space. In Housing finance the pecking order would be HDFC Ltd, Indiabulls Housing Finance, Dewan Housing and CanFin Homes,” said Tulsian.

First Published:Apr 6, 2018 11:07 AM IST