Sanjiv Bhasin, Director of IIFL Securities, is bullish on stocks like ABB, Siemens, L&T, Cummins, and Thermax. He recommends Lupin as the top play in pharma. Bhasin suggests buying MCX and IEX. In IT. he is overweight on HCL Tech, Tech Mahindra, Persistent, and Coforge. His top picks include Hero Moto, Bosch, State Bank, Canbank, PNB, REC, PFC, NTPC, and Tata Power.
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