Markt is down 7% from recent pick. There is chance of another 5% correction. Now is the time you should pick these stocks.

Bharti Airtel Ltd

Siemens Ltd

Indian stocks have shown good performance dispite scarce over Europe and China.  This is time to be in stocks who can run when market runs but protect investment when markets are down.

1. Allcargo Ltd

Supply chain management and railway cargo management is the business for Arshiya International  and both are expected to gain momentum with growing retail and exports.

Strategic location in Mumbai and Nagpur for FTWZ will place this company in advantegous position.It could be next Adani . buy for long term.

While many power sector funds own Bajaj electrical it's more of fast moving consumer good company then a simple power equipment supplier. This make it unique , one hand growing consumer spending benefit Bajaj it also getting benefitted with power sector spending and govt spending .

with sales of 1800 Cr , Bajaj is growing 20% every year. Debt stays low with 200 Cr and net profit of 80 cr.

Bajaj sales following products :

Fans ( 600 Cr , growth 25% )
Lighting and Bulbs ( 400cr and growing at 20%)
Appliances

With most of results out and some pullback in markets what are new ideas for this year. I am looking at value appreciation, and not for trading.