Top picks - BHEL, IDFC & ICICI Bank: CLSA

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Here is expert equity call for the day on how the markets are expected to trade:

N Krishnan, CLSA: Inflation and monetary tightening risks are more of a near-term irritant. We remain positive on a recovery in infrastructure by H2 CY10 and recommend BHEL, IDFC & ICICI Bank as our top picks.