morning thoughts...

We wish you all a very auspicious and happy dhanteras 

The markets inched higher as we intimated and if a dip comes will be a buying oppurtunity again in the coming sessions with outperformance in individual stocks and sectors

Auto , realty , textiles and psu will be in buying mode

Commodities remains a buy on dips in base metals , bullions and energy

Our buys for this dhanteras

India cements , aditya birla fashion retail ltd, coal india , tata power , dlf  in cash , futures and options