Devina Mehra, First Global said in an exclusive interview on CNBC TV18 that risks is building up while markets are still in optimistic mode. The heavyyweights will weigh on index upside. He don’t see big upmove in Bharti, Reliance Communiaction, NTPC. She feels midcaps stocks look better than large caps. She adds that the global commodity boom is over. The inflation will rise on reversal of low base effect. She remains positive on Aban Offshore. She is negative on metals & mining stocks globally. Thera are no fundamental reasons for metal prices to rise. The commodity story is over for now. The power stocks are fully valued but don’t see upside. The upmove for banking space is over. She further added that deteriorating NPA cycle in banking will continue. She feels it would be premature to buy on first correction.
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