Sanjiv Bhasin believes consumer names like Dixon, Havells, and Asian Paints will outperform. He recommends buying Havells and mentions the strong performance of Dixon Technology. Bhasin discusses the dissociation of Vijay Shekhar Sharma from Paytm Payments Bank and the potential of Vodafone and Indus Towers in the telecom sector. He suggests investing in private banks like ICICI, Axis, and Kotak.
Banking and EMS are amond the preferred themes for Andrew Holland of Avendus Capital. Syrma SGS Technology, ICICI Bank and HDFC Bank are some of his top picks.
Robust demand outlook ahead of the upcoming festive season, improvement in semi-conductor supply, and declining raw material prices prompted fund managers to buy auto and auto-component stocks like Mahindra & Mahindra, Bharat Forge, Hero Motors, TVS Motors, and Samvardhana Motherson International.