Dalton Capital’s top themes
  • WebDesk BTVI
  • Apr 15 2019

U R Bhat, MD, Dalton Capital Advisors, expects good earnings growth from PSBs in Q4, also expects private sector banks to perform well, prefers midcap IT stocks with strong order book, says demand for fertiliser equipments will continue to grow despite bad monsoon, suggests wait & watch before buying into road infra companies, says sentiment on India continues to remain quite good, and expects FII flows to continue going ahead.