Reality Stock rock

Watch out for Infrastructure firms and stocks related to Realty. IDFC, JP Associates,Unitech are some of the stocks that might see a good run on this news.Also banking stocks like ICICI and SBI might see a rally on the back of rate cut from the RBI by 100 basis points. Auto stocks might see some relief following the four percentage point cut in Cenvat announced by the Government on Sunday. Tata Motors is our pick in this sector at Rs 153, especially for those who would like to take risk and a high reward in the next 2 weeks. Some sort of financial package is in the works for Jaguar and LandRover units in London and this might be a big relief for the Tata Motors stock