Bullish on DLF, L&T, Maruti Suzuki and RIL from Indian equities: Jonathan Garner

We also like consumer discretionary and property. We are restricted, unfortunately, in talking about individual financial stocks but the names that we have in our focus list from India at the moment are DLF, Larsen & Toubro, Maruti Suzuki and then the mega cap Reliance Industries.

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