Sanjiv Bhasin | Sanjiv Bhasin portfolio: Don't chase defence stocks, go for intermediaries; 3 chemical stocks to pick: Sanjiv Bhasin
Sanjiv Bhasin: “Aarti and SRF. Those have been two of our top picks and they have been very sweet performers, particularly Aarti from Rs 450, crossed Rs 630. We still think that is one stock which must be in your portfolio despite the 50-70% runup. SRF is a pedigree stock as is Atul. These are three names which we would be very bullish on even at this price.”