“If I have to pick between midcap and largecap IT, I will go with the largecap. I see no problem in Infosys, TCS or Wipro at this stage. In FMCG, I have been positive on Hindustan Unilever and I will continue to maintain my view. I also like Dabur and Marico. All these stocks can be picked up even at current levels, by somebody with a six-months plus horizon in mind.”
