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Greed or Fear | Milind Karmarkar of Dalal & Broacha analyses the themes in the market

Speaking to ET NOW, Milind Karmarkar, Director and Fund Manager Dalal & Broacha Portfolio Managers says that the rise in per capital income benefits all Tata Group companies, says there is a bull run in commodities that is coming to an end. He believes commodity prices may not have a significant upmove. Real estate is poised for an upside amid low interest rates, he adds. He is positive that consumption plays like retail will perform well. He says to stay cautious about FMCG's performance vs. peers. strongly trusts that there will be a rise in affordability that will drive the consumption space. He does not believe that the ESG theme will play for the long haul. However, growth drives the overall economy and markets, and renewable energy will drive power consumption. Watch the full interview here to find out all about his views on the upcoming market trends. Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj Website - www.etnownews.com