Positive on banking and IT stocks: Rajat Bose

In a chat with ET Now, Rajat Bose, rajatkbose.com, shares his investment ideas.

Which is the strongest pocket according to you - IT, rate sensitives or construction?

I find the banking sector to be the most, in terms of relative strength that shows considerable power and gusto on the upside. So going forward, banking stocks can do very well and IT definitely is looking good. Infosys, Wipro and TCS are looking good but I would rate them as category 2, and category 1 would belong to the banking sector. Autos have started moving, Tata Motors and Maruti have started moving but then they do not move the way they used to do in 2010. So, I would focus on banking and IT mostly.