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Domestic securities firm Emkay Global is bullish on large cap stocks such as ICICI Bank, Infosys and SBI. In Midcap Space, the Alpha Portfolio includes stocks such as Ashok Leyland, Bharat Forge and Radico Kaitan. Sector and equity choices reflect a bias towards the theme of capital investment revival (infrastructure, corporate capital investment, residential real estate). Discretionary consumption (stagnation of demand after unlocking, festive season), local resilience, global growth, and increased exports. FCMs are meaningful “overweights” for banks and automobiles / automobile accessories, and significantly “underweights” for consumer goods at high valuations.
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#Buy #list #Icici #Bank #Infosys #Sbi #Tata #Motors #Bharat #Forge #high #beliefs #Source Link #Buy list of Icici Bank, Infosys, Sbi, Tata Motors, Bharat Forge and other high beliefs