Mahindra & Mahindra Financial Services is a top pick in the NBFC space, says Gautam Trivedi of Religare Capital. "The stock has had about 15-20 percent correction and it is pretty attractive at these valuations," he adds.
According to Gautam Trivedi of Religare Capital, one may buy Infosys and Tech Mahindra. "Tech Mahindra has target of Rs 1600," he adds.
Gautam Trivedi of Religare Capital is underweight on the banking space. "One should wait for Q2 results before putting fresh money to work in the banking space," he adds.
Gautam Trivedi of Religare Capital Markets is neutral on the FMCG space.