Sanjiv Bhasin suggests focusing on Marico, Nestle, Hindustan Lever as top FMCG picks, adding Godrej Consumer. Largecap private banks like HDFC, ICICI, Kotak, Axis, IndusInd are recommended amidst various market dynamics and sector-specific opportunities. Bhasin says the wealth effect means real estate is the real play. Along with that, FMCG and IT will now be more defensive with pharma as a constituent for the index till the results.
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