Sanjiv Bhasin, Director at IIFL Securities, recommends considering oil marketing companies, as well as TCS, which he believes will continue to perform well despite mixed numbers and a lower-than-expected buyback. Bhasin is bullish on Zomato and the fintech space, and suggests considering cement companies like ACC, Ambuja, UltraTech, and Dalmia Bharat. He also praises Nestle for its bullish outlook on India.
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