Liquidity driven rally; pick stocks poised to grow:

The recent market rally has been driven by liquidity flows, feels Taher Badshah of Motilal Oswal Mutual Funds (MoST MF). In an interview with CNBC-TV18, he said a lot of money has gone into quality names and it is visible in the performances of good quality large cap as well as midcap names.

Badshah further states that it would be a good idea to look at stocks which are positioned to grow reasonably, maybe 15-20%.
 
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