IT now a tactical buy, not a portfolio bet; 4 other stocks to invest in: Vinit Bolinjkar

IT stocks can be considered to be a tactical buy more than a portfolio bet and we believe that these counters can give 20-25% upside in the coming year, says Vinit Bolinjkar. He says: "We are quite sanguine on FMCG, consumption, pharma, and engineering stocks. We believe that the stocks which belong to the zooming sector which are defence, railways, and the other sectors, will have to temper their rally."