Market likely to be range-bound; 3 themes to invest in: Chakri Lokapriya
“First comes the agri-related companies. Valuations of PI Industries, United Phosphorous and a number of companies in that space are extremely attractive. These are recession and external-shock proof . Second, IT stocks which have corrected significantly but where the outlook remains extremely strong. The third is small ticket consumer discretionary stocks. Companies like Voltas, Havells look good.”