In an exclusive interview to CNBC-TV18, Gautam Chhaochharia, head of midcap research at UBS India shares his list of midcap stocks and the model portfolio created. Picking market leaders or strong business models, he says the picks are companies that should do well over next couple of years.
He picks Exide, Pidilite, Havells, Bajaj Electricals, Redington since, they are names that are exposed to non cyclical and have an untapped demand. "Also, Coromandel has huge untapped opportunity in agriculture and so does Cholamandalam Finance, which is exposed to almost non-cyclical light commercial vehicle funding business," he adds. Below is an edited transcript of Gautam ChhaochhariaDiscover the latest Business News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!
