| May 20, 2017
||Coal India, Dr Reddy, Lupin, Reliance Power, Sun Pharma
||You can also look at some of the pharma stocks which we are very very bullish with a slightly longer term view as a contrarian play for a weaker rupee and most of the bad news being priced in. So Dr Reddy, Sun and Lupin are looking very good and as a beneficiary of GST.
People are overlooking the lowest cost for coal which means Coal India. There is 8.5% dividend yield and the whole coal logistics front has been very well sorted out by the government which means that the power producers and the fertiliser companies will have a streamlining of both on the volume and on the price front which is a win win for companies like Coal India and as a midcap, Reliance Power would also be a very big beneficiary of that. We are overweight on both those stocks.