The latest analysis and commentary by stock market guru, Viraj Mehta, Equirus Securities, on what is moving the market fundamentals and his stock/sector recommendations.

Mehta said there are two different ways in which market and stocks are reacting but there is lot of value that is emerging in small and midcap stocks, which was absent for the later part of 2017.

“Since the valuations are reasonable and there is far more certainty on earnings growth for some of them, we think it is time to add some of the funds or stocks to the portfolio,” he said.

He also spoke at length about why his house was bullish on speciality chemicals space, on rice exporters, especially KRBL and non-banking financial companies (NBFCs) , especially Manappuram Finance Ltd.

Disclaimer:

The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

First Published:May 15, 2018 6:33 PM IST