Consumer durables, banking, IT and auto stocks look good from current levels: Pankaj Pandey

“In IT, our sense is that risk reward is good with overall global macro sort of improving. With both banks and IT combined, 50% of the Nifty looks sorted and which is why we believe that overall Nifty is headed towards fresh lifetime highs. In addition to that, we are positive on discretionary consumption themes – be it autos or consumer durables.”