Infotech
Offshore gains momentum, price stabilising. However intense competition, appreciatingrupee and anti-outsourcing move to hurt.
Satyam Rs 320Infosys Rs 5,322Polaris Rs 179e-Serve Rs 690 I-Flex Rs 683Patni Rs 250
Automotive
Infrastructure push and low-cost financing to drive growth, but competition and risinginput costs could impact margins.
Tata Motors Rs 523Ashok Leyland Rs 263Hero Honda Rs 517
Pharma
Outsourcing trend to gain momentum, high growth prospects in generics market. R&Dboost must for patents regime starting 2005.
Ranbaxy Rs 959Cipla Rs 1,205Sun Rs 665
Engineering
Infrastructure development and exports to drive growth.
L&T Rs 588BHEL Rs 598Gammon Rs 430
Power
To gain from indicated power sector reforms provided the states offer a conduciveenvironment for implementation.
Tata Power Rs 363Reliance Energy Rs 775
Hotels & Tourism
Strong pick up in international tourist and business traffic. Domestic travel up.Occupancy rates are at an all-time high.
Indian Hotels Rs 430EIH Rs 284Thomas Cook Rs 469
