Basant Maheshwari, Founder of The Equity Desk is of the view that one may look at HDFC Bank and Kotak Mahindra Bank.
Basant Maheshwari, Founder of The Equity Desk is bullish on housing finance and NBFCs.
According to Basant Maheshwari, founder, The Equity Desk one should look at sectors where there is degree of predictability. He recommends looking at pharma and intellectual property rights (IP) space.
Basant Maheshwari, founder of The Equity Desk prefers Hawkins when compared to Prestige on the grounds that it is more focused on high return on equity or RoE. He believes Repco Home Finance will be the next multibagger.