Ayo Sorry Accidental ga Denganu

Bhuvnesh Singh, Barclays: It is tempting to attribute the rise in Nifty to investor expectations of NDA win in the upcoming general elections; however, fact is that within the index, external-focused sectors like IT and pharma and stocks like Tata Motors, Tata Steel, Hindalco have outperformed whereas domestically focused sectors/stocks have either remained flat or lagged. Our key election stock picks include ICICI Bank , Hindalco , Shree Cement ,  Reliance Industries and Ashok Leyland .