Pick Bajaj Corp, Godrej Consumer Products: Gaurang Shah

Gaurang Shah of Geojit BNP Paribas told CNBC-TV18, "There are whole host of names and along with that you also have a huge competition from Patanjali which all of us have been speaking about. However, having said that, Nestle does feature in our positive universe but rather than suggesting Nestle, my view would be that one can go in for two names in the FMCG pack.""One can invest in Bajaj Corp and Godrej Consumer Products (GCPL). As a disclosure we do have positive coverage on both of them. These recommendations are purely from a one year plus kind of time horizon," he added.