In this episode of Talking Point, we spoke to Vikas Khemani, Founder, Carnelian Asset Management & Advisors about the correction phase in the stock market. There has been a slowdown in earnings that has brought a squeeze in the liquidity as well. ..Khemani calls for investors to keep low expectations this year as he anticipates it to be a stock-pickers market. Further, he expects more recovery in the markets in the later half of the year as well. As various sectors stand at different junctures, here's Khemani's takes on banking, IT, real-estate and consumption..