Prefer ICICI Bank, Axis Bank and L&T: Sudip Bandyopadhyay

In a chat with ET Now, Sudip Bandyopadhyay, President, Destimoney Securities Pvt Ltd, talks about his top picks.

ET Now: What pockets in the market should investors look forward to? Here, I am not asking for trading, but investment ideas?

Sudip Bandyopadhyay: Private sector banks as well as some of the large construction infrastructure companies like Larsen & Toubro would be the biggest beneficiaries when things settle down and growth momentum comes back in India.

That should happen when the quarterly earnings start coming on the expected lines, and global issues get resolved. So I will bet on banks like an ICICI Bank, Axis Bank and a large construction, infrastructure companies like Larsen & Toubro.