We have a 'Buy' rating on Cholamandalam Finance, Tech Mahindra, Gulf Oil Lubricants, Orient Cement, JSW Steel, Carborundum Universal, SML Isuzu, Idea Cellular and MCX, says Dipen Sheth of HDFC Securities.
Dipen Sheth of HDFC Securities said, "Earnings growth now matters more than perception changes. We feel that bottom-up, well-researched stock picking can earn significant alpha over 2015. We will also be mindful of policy changes, especially as expressed through the upcoming Union Budget and in pragmatic and mature responses to the holdups in Parliament."
"We have mostly benefited from the reset, but now see scope to re-align the portfolio as 2015 kicks in. We exit our holdings in TCS , Maruti Suzuki , Shree Cement , Grasim and Bharti Infratel with a 'reduce' rating on L&T and Power Grid . We have a 'Buy' rating on Cholamandalam Investment and Finance , Tech Mahindra , Gulf Oil Lubricants , Orient Cement , JSW Steel , Carborundum Universal , SML Isuzu , Idea Cellular and MCX ," he said.
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