Since the oil and gas production growth will be very strong for Oil India and the momentum is expected to continue for some more time. Another stock is Gujarat Gas, which is in city gas distribution. After the monsoon, construction activities will pick up again and we will see that industrial offtake for Gujarat Gas will improve. Oil India and Gujarat Gas are the two top picks in the sector.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary