Gradually raise exposure to smallcaps & midcaps; selectively buy in chemicals, realty: Gaurav Dua
Gaurav Dua recommends buyers to be selective in chemicals, focusing on specialty companies over commoditised players. Gujarat Fluoro is their stock pick, which offers substantial growth for the next couple of years. Dua sees a big opportunity in banking and private banks such as HDFC and Kotak, which he prefers over ICICI Bank due to their scope for better upside.
