Sector specific, the house is upbeat on some of the NBFCs, some infra plays including port and power generation, says Deven Choksey, MD, KR Choksey Shares and Securities.
With the AAP destined to win the Delhi assembly elections according to the newsflow, it could have some immediate reaction on market but post that the market would shift its attention to the upcoming Budget, says Deven Choksey, MD, KR Choksey Shares and Securities.
For the Nifty per se, he thinks 8500 is a good base and does not expect it to go down much further. However, in case it does then it would not be more than a couple of hundred points, he adds
Sector specific, the house is upbeat on some of the NBFCs, some infra plays including port and power generation and also some banking stocks and consumptions names like autos as preferred spaces.
With regards to Larsen and Toubro that is likely to post its quarterly numbers today, he says if it corrects then it would be an opportunity to add it to the portfolio. The results are likely to be better when compared to last year and revenue performance might come in double digits with profits being slightly better.
He is also upbeat on SBI from the PSB space and HDFC Bank and IndusInd Bank from the private space.
Talking about the media stocks he says the house has coverage on Network 18 and TV18 and would stick to that.
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