Market expert Sudip Bandopadhyay says although the midcaps have had a dream run there is still opportunity in some of them, especially cement and consumer durables.
Maruti is a play on the yen more than anything, says Sanjeev Prasad of Kotak Institutional Equities. He is bearish on FMCG stocks, and says will not buy them at the current price to earning multiples of 30-35 times.