Ashwani Gujral of ashwanigujral.com is of the view that one can sell NCC and SRF and buy UPL.
"If you leave ICICI Bank out, HDFC Bank is also looking weak. Then you have PSU banks which are going down, Bank of Baroda (BoB) etc but today basically the hammer is coming down on the tyre stocks. That is why the bigger opportunities are there. But even other large banks like Kotak Mahindra Bank, etc are coming under pressure. Yes Bank has completed its pullback and is now beginning to decline. So just that ICICI Bank needs to move out of the way and chances are Bank Nifty could have a major fall tomorrow," he said.