Most important thing in stocks is to be on right side of the trend and here are some key trends visible in markets today.

1. Telecom space will get more competitive with multiple new players in market. Get out of telecom stocks before it's too late.

2. Goverment IT spending will catch more pace that will shift focus from IT export to domestic IT. IT companies will thrive.

3. Average Indian will spend more on healthcare and fitness. That's good for hospitals like Apollo and Fortis.

4. Organized retail is here to stay. Retailer will learn how to make profit in Indian markets. Bet on Pantallok and AB Nuvo.

5. Number of automobiles on street continue to increase. Those automobiles will require care like human do. Secondary auto part makers will have good days.

6. Interest rates will most likely go up from here. That won't be good for real estate. Stay away from DLF and Unitech unless you are a short term trader or extra long term visionary.

7. More megers and acquisitions means more business for investment bankers Motilal Oswal and Edelweiss.