Anand Rathi's strategy on how to benefit from market strength

In an interview with CNBC-TV18, Devang Mehta of Anand Rathi Financial Services, spoke about his views on various stocks and sectors.

Below is a verbatim transcript of the interview. Also watch the video.

Caller query: I have 250 shares of TCS at Rs 1,130 a share. My time horizon is one to two months. What would be your advice?

Mehta: My sense is that a lot of underperformance has been seen in the IT sector in the last few days. But henceforth Infosys and TCS would be prime beneficiaries of what is happening globally. A lot of pick-up in demand has been witnessed and as the economies improve in the developed nations, probably, a lot of order flow would result for TCS. Currently, after the correction, the stock looks quite attractive and we do have a price target of Rs 1365 for a one year horizon. Though it seems that the caller is a more of a trader who has bought it in F&O of segment but for a period of two-three months also it looks good.

Latha: To scratch that point further, maybe we should pull up a three or six month chart of the CNX IT or even Infosys and TCS. There is was this very sharp witnessed from around January levels. Do you think they