Dipan Mehta bullish on NBFC sector

Dipan Mehta Member of BSE & NSE has a bullish stance on NBFC sector.

Dipan Mehta Member of BSE & NSE told CNBC-TV18, "We are very bullish on the NBFC sector and I think microfinance company  SKS Microfinance , housing finance companies like  LIC Housing Finance  and Repco Finance and consumer finance like  Bajaj Finance  appeal to us and I think they have a good shot at being outperformers. Within tech, our favourite is  Tata Elxsi . In pharma we prefer  Glenmark  and in the FMCG sector  Emami  could be outperformers as far as the peer group is concerned."

"In the large cap space, I think the preference has to be for telecom stocks. We saw Idea Cellular 's numbers and looking forward to Bharti Airtel  as well, I think these two stocks could really outperform apart from the private sector banks. So, that is where I think we are kind of
seeing our exposure sectorwise. We may be little bit underweight in the large cap tech stocks and a bit cautious on the large cap pharma companies considering a lot of investors are overweight over there and base effect may mean that the performance year on year may not
be that appealing," he said.

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