Market Outlook 1) Not very positive on public sector banks: Franklin Templeton, 2) #39;Broader market still playing catch-up, stay with largecaps and select midcaps#39;, 3) #39;Sticking to largecaps safer than betting on midcaps till Budget#39;, 4) Despite its share price doubling in less than 3 years, Varun Beverages is only warming up, 5) Morgan Stanley overweight on 6 stocks which could return 6-49%; do you own any?, 6) #39;Many bottom-up opportunities in midcaps; long-term prospects of auto sector good#39;, 7) #39;Have realistic expectations from Budget 2019; fiscal spending to increase#39;, 8) Impact of SEBI’s crackdown on mutual fund fees—A case study, 9) FII View: India trading at a premium but offers comparatively reasonable growth, 10) India unlikely to outperform other EMs due to expensive valuations: Mark Matthews of Bank Julius Baer, 11) Midcaps may outperform in next 1 year; positive on banks and autos: Karvy, 12) Global growth could slip below 3% if trade tensions escalate further: Jonathan Garner, 13) IT spends to remain healthy in long-term: Morgan Stanley, 14) Here’s why MM, Concor and KEC International are Yes Securities#39; top short-term picks, 15) Stay bullish on Nifty with stop loss of 11,730, target 12,430: HDFC Securities,