NSE-MANTRA

Year 2011 is likely to be a smooth and steady year. Broad markets may gain 15-20% in this year. We are positive on Infrastructure, Retail/Consumer Durables and Banking sectors. Our Top Investment Picks for the year are:-

Larsen and Toubro: Government spending is increasing again in this sector and clearly Infrastructure will be the theme of the year. Companies like Larsen and Toubro, BHEL and GMR Infra are the ones we like in this sector.

Agro Tech Foods Ltd.: This FMCG company is on high growth trajectory. They are launching new products that will see good demand. Recent market correction had no effect on it and mutual fund holding has been increasing in this counter every quarter. Clearly alot of institutions are bullish on the stock.

Indusind Bank: This is like UTI bank of year 2006. Its on high growth and expansion mode. Buy and hold for long term. Amongst public sector banks we like Andhra Bank & SBI.

Jubilant Foodworks ( Dominos Pizza): This is an expensive stock but it can be equally rewarding. The demand for this stock is high and its opening new outlets every quarter. We all know how popular Dominos Pizza is amongst people in India and so you can see the potential yourself..

Biocon and Lupin: Amongst Pharma companies we like Lupin and Biocon. Both are fast growing companies and are expected to reward investors handsomely.

Polyplex Corpn: Its a company that is into the business of poly films. Uflex, Jindal polyster are other companies in this sector. We continue to like this sector especially after correction. One can invest little money in it for 1 year or less.

TCS and Mahindra Satyam: We like TCS in IT sector but real bull can be Satyam Computers. Keep a watch on Mahindra Satyam especially the merger ratio. It may be a good idea to buy it post merger or after April 2011.

M&M Fin.Services: In non banking financial services we like Mahindra & Mahindra Financial Services. This counter is seeing good amount of institutional investor interest and is growing at fast pace.

TTK Prestige: This is evergreen company that manufactures kitchen utensils and appliances. Its high growth company and we are bullish in this counter..