The latest analysis and commentary by stock market guru Girish Pai of Nirmal Bang Institutional Equities on what is moving the markets today.

Pai believes the numbers have been fairly good, be it Hindustan Unilever (HUL) or the consumer durable names like Whirlpool. "The quarter numbers have been good, looks like the outlook for financial year 2019 also looks fairly interesting.”

Talking about pharma, he said, “There have been issues in terms of pricing pressure. I wouldn’t recommend unless you are a three to five years kind of an investor to look at pharma, though officially we are positive on pharma. We have a fairly large upside for a stock like Dr Reddy's Laboratories, Cipla..."

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.