Sudarshan Sukhani of s2analytics.com told CNBC-TV18, "Midcaps are likely to outperform in this leg of the up move. Apollo Hospitals is a buy, the stock has been doing well after a mini bear market of its own. It has now come out of that correction and is probably looking higher."
"Interglobe Aviation is a buying opportunity, it is not just a crude prices which are also giving it some good affect but otherwise also the sense is that a small trading range is breaking on the upside."
"I think L&T is likely to lead the infra sector and it should be on everybody’s portfolio. So, look to buy midcaps and selected largecaps."
"I think the idea is to sell Yes Bank. There is no need to add more. I would exit. Unfortunately the stock has now become an underperformer among private sector banks. So, focus on maybe HDFC Bank which is the best or even ICICI Bank."
"I have shares in ICICI Bank that is a disclosure. I would suggest sell this and shift to the other larger private sector banks," he added.
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