Key Points
It should also get a premium, which up till now, HDFC Bank was getting..
At the same time, the way the bank results have come out, particularly ICICI, it is very clear that banking is going to take leadership, notwithstanding the fact that this is one of the most over-owned sector amongst the FIIs..
My take is that ICICI Bank will continue to rule the roost for maybe next one and a half to two years and possibly there is still a good amount of steam left in ICICI Bank..
I think a momentum play is still very much on course as far as these companies in the PSU sector are concerned and more so with the railways considering that overall, what they are talking about is very ambitious..
In the white goods segment also, possibly led by Voltas and Blue Star, they should do well, even Whirlpool looks pretty interesting from the current levels..
