“We like Godrej Properties in the largecap space. Secondly, Lodha or Macrotech Developers has done quite well in recent times and we continue to prefer that. Thirdly, in the Bangalore market, two companies continue to do well – Prestige and Brigade. So, we prefer these four stocks in the real estate sector.”
"We saw PSU banks doing very well. Some momentum has continued. Secondly, defence PSUs or defence as a sector has come into its own and a different story is building up in each of the segments. They have done well and may continue to do well going forward as a whole also."
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“The entire power sector is going to get rerated and there could be a lot of room for them, especially PFC and REC. If somebody wants to play a proxy to power, then these are the companies with a limited downside and there could be a good upside from here also.”