… there will be more spending power for the end consumer, the auto users and so on. All in all, the sharp fall in crude is … this stock.? You have to be slightly contrarian in the auto sector. Just as we stuck our neck out and gave a buy on … quarter for ALL with maybe one more going ahead. These stocks will definitely outperform on the consumption side. …

… a longer period of time. So Telco, Ashok Leyland are good stocks. May be, you can look to buy some auto ancillaries to play the CV revival cycle. Bharat Forge … of fashion but you can still look at it along with Jamna Auto, Automotive Axles and Wabco in Chennai. Second thing is …

… the front. If I could select three names, it would be Bajaj Auto, Maruti, Eicher Motors and Ashok Leyland. Ashok Leyland … be given an avoid unless you want to be in fully priced stocks where we do not think earnings will be a catalyst. … are looking excellent on the charts and so a whole host of stocks. As for power stocks, the CERC new guideline will be …

… is enough margin of safety at current valuation in such stocks.? From the auto sector, something like MM Forging looks quite … on private sector banks like ICICI and Axis as well as stocks like Reliance where we feel that at any downtick in …

… attract lot of investments. However, banks, FMCG, cement, auto ??autos selectively -- they all look good. One has to … picking. One also has to be cautious in pharmaceutical stocks and look at stocks bottom up because valuations are already rich and …

… attract lot of investments. However, banks, FMCG, cement, auto � autos selectively -- they all look good. One has to … picking. One also has to be cautious in pharmaceutical stocks and look at stocks bottom up because valuations are already rich and …