Dhirendra Tiwari of Antique Stock Broking believes eventually investment recovery will come through, though it has been delayed. Keeping that in mind, investors need to find stocks that will benefit from investment cycle recovery over the next two years
Antique's Maheshwari says he will keep his positions light till the Budget and add to it subsequent to the event
In two wheeler sector TVS Motor is better investment option. It can add 4-4.5% from current level, says Ashish Maheshwari, Globe Capital Markets.