Pharma Sector
Cadila, Piramal Healthcare
It is a play on the huge available opportunities in the contract research and manufacturing services space and on account of the blockbuster drugs going off-patent over the next few years.
FMCG Sector
Colgate, Godrej Consumers, GSK Consumers
The growth momentum is expected to continue on the back of rising incomes and higher consumer spending.
Telecom Sector
Bharti Airtel, Reliance Communications
There remains tremendous potential for mobile companies to increase tele-density. Thus, performance by telecom companies is likely to remain strong.
Banking Sector
HDFC Bank, Axis Bank, ICICI Bank
The long-term prospects remain strong (underpinned by strong GDP growth of 7-8% and increasing credit penetration), especially for large private banks that continue to gain market share, have strong core profitability and are available at attractive valuations.
Media
Balaji Telefilms, PVR
For similar reasons and greator discretionary spending going forward, it is a good domestic story to bank upon.
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