According to Sudarshan Sukhani of s2analytics.com, one can buy Bharat Financial Inclusion, Pidilite Industries and UltraTech Cement.
"UltraTech Cement at current level is an investment buying opportunity. Investment buyers should also be prepared for deep drawdown in between. The markets haven’t come out of the woods but cement is not my favourite sector for the near-term," he said.
"Pharma and IT are the two leading players on the stock markets for exports, both are suggesting that their corrections are getting over, they are building bases and they are giving us the first signs of life or green shoots. So pharma and IT are buying opportunities. These opportunities will remain if the Nifty remain steady. The Nifty doesn’t have to go up. These two sectors will outperform."