Yogesh Vinod Mehta, associate vice president and group leader of PCG advisory – equities at Motilal Oswal Securities Ltd, and Devang Shah, portfolio manager - PRO Tech PMS at Sharekhan, discuss the outlook for stock markets, the possibility of a rate cut by the RBI in its monetary policy review, impact of the crash of gold on loan companies, and RIL and TCS Q4 results preview.