Manishi Raychaudhuri, Managing Director and Head of Research, BNP Paribas Securities, has turned overweight on the IT sector. "TCS and Infosys are our favourite stocks in the largecap tech pack."
Axis Bank from the banking space is Raychaudhuri's top pick. He likes IRB Infra, Punj Lloyd from the capital goods space. However, he is underweight on the energy sector.
So, what are his budget expectations? Raychaudhuri sees some rollback in excise duty cuts.
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