On rupee decline | Neeraj Gambhir, president, head treasury and markets, Axis Bank:

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Some of it (the decline) is cyclical because typically the last quarter of the fiscal year is very heavy in terms of inflows and we see that reflected in the way rupee behaves during January-March period. This year it has been further aggravated by the fact that the dollar has been recently strong across most of the emerging market currencies and that’s getting reflected in the rupee as well. Catch the conversation here.

On Stock Market | Dhiraj Agarwal, Co-Head Equities, Ambit Capital: Brace yourself for a double-digit kind of correction. The fall is still too small compared to the rally which has happened. We haven’t seen a double-digit fall in this rally even once in this market.Catch the conversation here.

On TCS | Dipan Mehta, Director at Elixir Equities: TCS will deliver exceptional outperformance as compared to some of the other peer group companies in Nifty. Corrections in banks are great opportunities. They are a volatile lot but if you are able to manage and absorb the volatility, next two three years there will be great returns and a great period for the entire banking sector. Catch the conversation here.

On Stock Market | Arvind Sanger, the managing partner of Geosphere Capital Management: As the vaccine rollout accelerates, as we are seeing in places like the UK and the USA, these things do not last very long and therefore, this is a buying opportunity. IT and pharma are good defensives in a portfolio to have and they have done well. We like some of the banks like ICICI Bank, Axis Bank, and State Bank of India (SBI), and we like some of the high-quality non-banking financial companies (NBFCs). We prefer to wait a bit and evaluate how the market treats, but there are some reasonably good quality companies going public. Catch the conversation here.

On Insurance | Santanu Chakrabarti, head-BFSI research and senior vice president at Edelweiss Financial Services: ICICI Lombard has remained our top pick within BFSI from a long-term perspective. We like the business structurally and therefore, we tend to look through small cyclical ups and downs, and given its relative underperformance in the last quarter or so, the entry valuations are also favourable. Our target price there is Rs 1,750. Catch the conversation here.

(Edited by : Abhishek Jha)