Positive on IT, FMCG, pharma; like ITC and Tech Mahindra, says Prakash Diwan

Diwan believes autos will get impacted because of the lockdown.

Sharing his views on Ramkrishna Forgings, he said, “It has seen a bit of a change in its trajectory in the last six months but it is a little bit vulnerable business because it depends a lot on certain pockets as compared to Bharat Forge which has much more moving parts that could come to its rescue."

"I would play it with Bharat Forge if I had a choice. Automotive Axles is another business that is likely to revive given that they have withstood this entire slowdown in a very healthy way and things would start looking up for them as well," he said.