The performance of Indian stock market should be looked at not just in isolation but also in the context of how emerging markets are doing, said Anup Maheshwari, Executive Vice President of DSP BlackRock Investment.
In an interview with CNBC-TV18, Maheshwari talked about the RBI's monetary policy decision yesterday, which he termed, surprising and its implications for the market.
On the investing outlook, the noted fund manager said at a sector level, only the beaten-down IT and pharma spaces offered value but added that a stock level, one could find great opportunities in retail banks, NBFCs, two wheeler companies and the agri space.
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