Overweight on Suprajit Engineering, NBCC: Sanjiv Bhasin

Sanjiv Bhasin, Executive VP-Markets & Corporate Affairs at IIFL told CNBC-TV18, "A certain bunch of stocks which we are bullish are mainly on the consumption space and some on the reality/construction site, so stocks like NBCC, Godrej Properties, United Spirits, Suprajit Engineering in the OEM, these are some of our picks of course they have run up quite sharply from the time we had recommended, but we still continue to be overweight.""We think these are trendsetters for the industry and the sectoral outperformance where you will see manufacturing and whole host of other sectors catching up or maybe outperforming in the second half and where there is lot of value for the buck which we are recommending," he added.