Jan 11, 2017 03:46 PM IST | Source: CNBC-TV18

Pick BHEL, ICICI Bank, Power Grid, Whirlpool: Rajat Bose

Rajat Bose of is of the view that one may pick BHEL, ICICI Bank, Power Grid and Whirlpool.

Rajat Bose of told CNBC-TV18, "I would recommend BHEL, ICICI BankPower GridSelan Exploration and Whirlpool. BHEL and Selan Exploration are from the net current assets bases of Benjamin Graham. This net-net means that they are real good value. BHEL is about 1.4 times and Selan is about 1.5 times net current assets."

"ICICI Bank - if the economy grows that is a very good play. Power Grid this is a capital cycle play that power actually has not seen much of an investment over the last many years. This sector is actually growing up."

"Final one that is Whirlpool is a consumption story and parent company has very big plans for India, so that way these five could do very well for us," he added.
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