Mukherjea of Ambit Capital advises investors to pick market leaders or companies that have well-run business.
He is bullish on V-Guard Industries and TTK Prestige for the same.
Home improvement theme based stocks could see big upsides, says Mukherjea. He, therefore, expects paints, cement, electricals, plyboards, pipes, sanitaryware to show strong growth in future. He is bullish on Greenply , Century Plyboards and Havells India from the pack.
Among other stocks Mukherjea picks Page Industries , CESC , CRISIL , eClerx , and Mayur Uniquoters as his favourite bets.
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V-Guard Industries
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TTK Prestige
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Greenply
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Century Plyboards
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Havells India
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Page Industries
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CESC
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CRISIL
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eClerx
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Mayur Uniquoters