11:Infosys Technologies:
Things are looking up for technologies stocks again given the rupee depreciation and the tax holiday extension. Infosys will be one of the biggest gainers from the rupee depreciation .The stock trades at 18 times its FY09 earnings and 14 times its FY10E earnings.Given its high revenue visibility and great execution track record, infosys remins one of the top IT picks.
12:MindTree:
A stellar performance in the fourth quarter and an aggressive guidance for FY09 mindtree consulting a stock to watch out for.Given its strong guidance and management capabilities ,recommend a buy.
13:Dishman Pharma:
Being a pure-play contract research and manufacturing company-Dishman is highly leveraged to the outsourcing boom as bigger pharma players experience cost pressures.
Though growth was hampered by a rising rupee ,intense competetion in some categories and high capex in FY08,analysts believe the company will be back in track.
14:Divis Lab
Its one of the best plays on the contract research and manufacturing themeThe preminum attached to its value is justified given its sustained revenue growth superior earnings quality.
15:SunPharma:
It offers te best of both worlds to investors seeking to bet on the pharma sector.Given its dominant position in the domestic market and growing presence in generic markets,it looks extremely attractive at the current levels.
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