TS Anantakrishnan, Varanium Capital Advisors, said the house is currently bullish on consumption and export theme.
In an interview to CNBC-TV18, Anantakrishnan said the house would bet on stories that have good visibility of earnings, where return on equity is good and earnings before interest, taxes, depreciation, and amortisation (EBITDA) margins are stable.
He said under consumption theme, sectors like autos, retail, fast-moving consumer goods (FMCG), consumer discretionary and private banks look good.
Second theme is the export sector that would likely to benefit from rupee depreciation and the house is positive on information technology and pharmaceutical sectors, Anantakrishnan said.
According to him, from the information technology space, the house likes Infosys, Tata Consultancy Services(TCS), Take Solutions etc.
Another space, where house is waiting to see green shoots is the infrastructure space and some select plays look good, Anantakrishnan added.