"United Spirits is one of our top picks in the consumption space and then in discretionary space we like Crompton Consumer which is part of our model portfolio along with United Spirits. We are positive on hotels as a theme . We have a positive rating on both Indian Hotels and Lemon Tree. I would say there are fewer names on the consumption side compared to on the investment and infra side."

Related Keywords

Chola , India General , India , Lucknow , Uttar Pradesh , Varun Lohchab , Sobha Developers , Indian Hotels , Offering College , Indian School Of Business , Cummins , Axis Bank , Infosys , Leadership Excellence , Marketing Officer , Might Also Like , United Spirits , Crompton Consumer , Lemon Tree , Largecap Stock Recommendations , It Stocks To Buy , Largecap Stocks , Hdfc Securities , Expert View , Stock Market , Et Now ,