… one should look at?Bharti Airtel, Bharat Forge, Ujjivan and IDFC Bank First now. Edited excerpts: The extraordinary … very strong NIMs and asset quality improvement. Look at IDFC Bank First, again a marquee idea, where Vaidyanathan is …

… view on the broader market. I would still say that in the first ten days of November, Nifty should be at 12,000 and … thirdly, asset quality weakness may have played out. IDFC First, Federal Bank are two marquee names and can do … other names from the mid banking space? Like I said, IDFC First and Federal Bank stand out over there but my top …

… midcaps, Lupin, Ambuja Cement, Nestle and Ashok Leyland, IDFC First and LIC Housing should relatively outperform on all …

… a call we are very-very bullish on a stock called Capital First where it is going to be merged with IDFC Bank and we think most of the prelims are over and in …

… which has been beaten more than normal. We have a buy on IDFC First. I think Mr Vaidyanathan already sounded out that his …