OMCs, cement, IT look attractive, say experts

Market experts, R Sreesankar, Head-Institutional Equities of Prabhudas Lilladher, Anand Tandon, SP Tulsian of sptulsian.com and Rahul Mohindar of Viratechindia.Com in an interview to CNBC-TV18 shared their views on the way forward for the market and some stock specific bets.According to Tandon, there is no sector currently in the market, which is cheap but there are some smallcaps and midcaps that are doing well. If one was thinking of sector allocation then with the 7th Pay Commission in the offing, consumer discretionary space could see traction, along with companies that would benefit from governments focus on infrastructure.Tandon thinks in the cement space, smaller companies offer better value than the larger ones. He likes Dalmia Bharat. With regards to IT there seems to be a big divide between the largecaps and midcaps, where midcaps have done well. Tandon is bullish on the sector and thinks it is the safest and cheapest growth sector available.When asked about the banking space, R Sreesankar says public sector banking space currently looks attractive on pure valuations only because they have been beaten down. The house like SBI and BoB, he adds.IDBI Bank if it goes the Axis way will be a positive but the call is for the longer-term.From the midcap IT, Sreesankar likes Jubilant Life Sciences, Hexaware Tech, NIIT Tech and Sadbhav Engineering from he infra space.In the same interview SP Tulsian of sptulsian.com also shared his views on stocks that one can look at going forward.Rahul Mohindar of Viratechindia.Com likes Tata Steel and Hindalco from the metals. As a good trade one can look at oil marketing companies from short to near-term perspective, says Mohindar. He likes HPCL and thinks Deepak Fertailiser has still 5-8% run up in near-term.For the entire interview, watch video.