"Trident and Future Lifestyle Fashions have been two of our favourites with all-time highs. We would recommend staying invested in those stocks. We would also be very bullish on the white goods player particularly Voltas and Blue Star and some of the manufacturing players like Thermax where we see immense amount of value. Not to forget Indian Hotels as a GST play which we think can be an outperformer going ahead," he said.
"Gujarat Pipavav Port becomes a best proxy on the inland water transportation where there is a lot of emphasis and we think with the APM holding 43 percent stock holding in this stock, we think it is headed much higher. The risk reward on this stock is very bullish given that the baltic freight Index is also hitting new all-time highs."