"On the consumer discretionary, I would still go with the Maruti in autos. Maruti can be a Rs 12,000 stock and yesterday the management said that in the next eight years, there will be a capex of almost Rs 50,000 crore. When big corporates put money where their mouth is, they are bullish on the longer term. And 12,000 on Maruti can easily be achieved by next Diwali."
