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On the large cap side, on a 10-15% correction, we could look at stocks like L&T which is on a tremendous uptick in terms of order flows and execution. We could look at Mahindra & Mahindra where obviously those strategies are working well now and the new product portfolios will do very well. It subsidiaries are creating good values now.
On the financial side, Axis and Icicibank looks promising.
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