“The Bajaj Finance case was on Thursday. It was more like an operational issue. So I do not think the market was too perturbed by that. I would surely look to buy into some of the banks, private banks or maybe an SBI at this point of time. And maybe some of the companies, like SBI Card, et cetera, could have a larger price impact because of the development yesterday. ”
Mid and smallcap earnings to outshine Nifty 50 despite valuation concerns: Manish Sonthalia
Manish Sonthalia of Emkay Investment Managers suggests buying on dips in the current market, supported by earnings, macros, and global flows. He favors public sector