Anil Kumar Goel.

sugar, cement, chemicals and commodity stocks

Ved expects smallcaps and midcaps to start outperforming from here on. There are
three conditions that are important for smallcaps and midcaps: their relative
valuation to largecaps needs to be at a reasonable discount; monetary policy needs
to remain loose for the smaller companies to do well; and economic activity needs
to see an acceleration.

“We pretty much have all the three conditions in place today. That said, one has to
be very careful not to generalise this.

IG Petrochemicals
Dalmia Bharat Sugar & Industries
Thirumalai Chemicals
Panama Petrochem
Vardhman Special Steels
TCPL Packaging
KRBL
Uttam Sugar Mills
Triveni Engineering
Cosmo Films
Mazda
Dhampur Sugar Mills
Dwarikesh Sugar Industries
Sanghvi Movers
Avadh Sugar & Energy
Sarla Performance Fibres
Magadh Sugar & Energy
Amarjothi Spinning Mills
Vardhman Holdings
South India Paper Mills
Star Paper Mills
Majestic Auto
Polycab
Indigo

Some other stocks:

GVK
EKC
Kopran
Sonata
DCW
Jagsonpal
Manali Petrochemicals
Heinzglas
Morarjee
ZeeMedia
JustDial
Indian Acrylics
Gati
DCW
Intellect
Aksh Optifibre
Sterlite tech
JM Financial
Pasupati Acrylon
Manappuram Finance
Vadilal
Merck
Adani Power
Finole
Lyka
Rana Sugars
Morarjee
Kisan
Lycos