Siddhartha Khemka, VP and Head of Research (Retail) at MOFSL, recommends JSW Steel and SAIL in the ferrous space, and Hindalco in the non-ferrous space. He suggests that Vedanta is best avoided due to its high volatility and debt concerns. In the real estate sector, Khemka favors Oberoi Realty and Macrotech Developers, noting strong demand for luxury properties. He also highlights Home First Finance and Canfin Homes as preferred housing finance companies, benefiting from the affordable housing segment and lower interest rates.