One can prefer BHEL and Larsen and Toubro (L&T), says Sudarshan Sukhani, s2analytics.com.
Sukhani told CNBC-TV18, "There are two stocks I think traders should look at. The first is L&T or rather I should call that a group, L&T and BHEL. While the Nifty goes up the capital goods sector is going to perform with it or even do better."
He further added, "The second group consist of the IT stocks; TCS and Infosys . These are two components of the Nifty that we should be focused on and which could outperform the Nifty. So traders could really take positions in them rather than in the Nifty."
