Ashwani Gujral of ashwanigujral.com recommends buying Welspun Corp, JSW Steel, Jubilant Life Sciences and Petronet LNG.
"JSW Steel is also a buy with a stop loss of Rs 1,710, target of Rs 1,765. Jubilant Life Sciences is a buy with a stop loss of Rs 690, target of Rs 730 and Petronet LNG is a buy with a stop loss of Rs 383, target of Rs 408," he said.
"Everything consumption, right from paints to two-wheelers to four-wheelers, came down sharply as if business was going to close down. Chances are they will recover equally sharply because now possibly the market will start building in some sort of stimulus in the Budget, etc. In the next couple of months, these stocks will come back and a lot of them probably will make fresh highs as well."