Bullish on quality names in cyclicals in the longer term: Arindam Ghosh, BlackRidge Capital Advisors

In a chat with ET Now, Arindam Ghosh, CEO of BlackRidge Capital Advisors, shares his views on the market. Excerpts:

ET Now: What could be the cluster of names that could take the markets higher from here? Any sector in particular that you are bullish on?

Arindam Ghosh: It has to be the cyclicals in the longer term. That is where the attention needs to be clearly focussed on. It has to be with quality names. Given the fact that the global environment is a lot more fluid than what it was earlier, we are getting into this risk-on risk-off kind of an environment and October is just around the corner.

At the same time, there are quite a few good pharma and IT companies which are also doing quite well. Hence, quality is the underlying theme across sectors.