Pathik Gandotra of Dron Capital Advisors is of the view that one may prefer HDFC Bank and TVS Motor Company.
Pathik Gandotra of Dron Capital Advisors told CNBC-TV18, "From the largecap space, HDFC Bank looks very good at current prices. It has not run up, it has not participated in the rally, it has underperformed the Bank Nifty significantly in the year."
He further added, "Amongst the midcap stocks, I was telling that people who have been able to raise capital in this rally are very well poised. Something like SKS Microfinance and YES Bank they have just raised their capital issuances, they have reasonably well capitalised for growth and now they don't need to depend upon their stock price to raise capital. So once they are well capitalised, the business environment is turning. So these are two very good stocks to own."
"Amongst the other manufacturing ones, Sintex Industries looks pretty decent. It had a massive run, it has corrected but if you have this whole low cost housing or health and education kind of splurge that the government will do, Sintex has these ready to fit projects which it can do in very short span of time. They have monolithic constructions which they can do in a very short span of time and they have done very well in that over the last five-seven years. Their order book can swell again and they can do very well," Gandotra said.
He further said, " TVS Motor Company looks very interesting at this price also because the two wheeler growth is recovering and it is outperforming the industry hugely. So that's look like a decent stock to own."
"One thing in the budget or one thing that any government will do to revive growth immediately is to focus on low cost housing or housing in general. There will be sops for housing in the Budget. So real estate as a pack will do exceptionally well over the next two-three years. One should be invested in real estate. You can take your pick whatever stock you like but that is a sector in which one has to be invested," Gandotra said.
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