Key Points
Aurobindo Pharma has done well, coming up from the bottom and they are getting their act right..
That is a bit of an outlier but looks interesting at these prices..
So our top picks out there are Sun Pharma and Dr Reddys, followed by Aurobindo.ETMarkets.comAs far as inclusion of LTI is concerned, it was expected but it only strengthens the fact that two sectors, banking and IT are almost 60% of Nifty now..
Nischal Maheshwari, CEO-Institutional Equities, Centrum Broking, says top picks continue to be Tech Mahindra, HCL Tech and Infy in that sequence..
We like LTI in the largecap space but the valuation is a bit of a challenge at that moment..
