Deep dive into the Indian equity markets

Sectors to look for LONG picks:

Infrastructure, Basic Materials, Energy, IT, Pharma,

Sectors to monitor for potential LONGs: Telecom (!!), Utilities, Power

Sectors to monitor for potential shorts: Banks (specifically private), Consumer discretionary, Consumer durables, Financial Services

Market Mood:
Is the risk aversion basing off?

Long picks:

Potential Longs:

Potential shorts:

Others: