As things stabilise, the write backs can be quite big for some of the larger corporate banks.

Most of our stock picks happen to be in banking, infrastructure and consumer staples.

Jefferies has maintained underperform rating on Vodafone Idea.

There is a cyclical dip after a 3-4-year period of good growth for auto companies, says Prasad.

Lots of top-down drivers are taking centrestage right now, says Magadh Capital CEO.