Vikas Gupta, the CEO and Chief Investment Strategist at OmniScience Capital sees large opportunities in the overall financial services sector, which is nearly 31 percent of Nifty 500.Within this space, he likes as well as overweight on PSU and private banks, small banks, housing finance companies, and diversified financial services firms.
He is also overweight on power generators, some equipment manufacturers, power-focused EPC contractors and specialised power finance companies.