Experts says, In the near term will almost certainly drive the markets by 10-20% over the next one week.

Stocks Sectors To Watch : Infra, Banking, Realty, Telcom

Experts view On CNBC TV18:

Rakesh Jhunjhunwala,(Trader and Investor) :

He said, Next Sunil Mittal would emerge from organised retail.

“The sector has got the biggest ability to grow. Today, 5-8% of retailing is organised. India’s retailing marke t grows by 10-12% a year. If this 5-8% is to go to 20-25%, one can imagine what kind of a market one can expect in the next five to seven years.”

And he advised investors to keep away from oil companies as long as they (th e Government) didn’t de-control it. However, he said, “Once they de-control it, th ere is going to be big money. I would give it a 30-40% chance that it would be de-controlled.”

The retail and the commercial (Infrastructure) space would not revive easily. (In) residential, by cutting prices one will have a very good market. However for retail, even cutting rent will not help much. Commercial space also is facing a lot of over-supply.

Manish C hokhani,(Enam Securities) :

The banking, infrastructure, telecommunicatio n and real estate sectors looked good.

The Indian market will get its next Sunil Mi ttal from the infrastructure space. Whether it will be a GMR or a GVK or even Reliance Infrastructure, but that’s the sweet spot for the next three to four ye ars for India at least.

Positive on the banking sector, Most FII limits are open in the banking sector, I think the biggest flow is going to be in the banking space.

Samir Arora, (Helios Capital):

The Infrastructure sector will outperform, Though the real estate sector will not down now, The stocks were not very significant in the current valuations, I don't find them attractive.