Among all the largecap IT names, the top bet remains Wipro, and followed by HCL Tech and TCS, says the VP-Equity Advisory, Motilal Oswal Financial Services. Pharma seems to be in focus once again. It started with consumer stocks followed by IT and now again pharma is rallying. A lot of pharma stocks are at three-year highs and maybe a lot of them have made a new fresh high as well. I think the pharma party will continue as we see that wherever there is clarity on the earnings, those sectors have been doing well. Pharma is one of them. Most of the pharma earnings have been better or in line with Street estimates. A lot of largecap pharma names like Sun Pharma, Lupin have underperformed vis-à-vis the other pharma stocks. So, there could be some more catch up in those stocks. Large cap pharma names should lead the rally going forward from here. Where within IT, even after the solid run up that we have seen from the March lows, do you still sense buying opportunity?Most largecap IT results and earnings outlook are out. HCL Tech remains the top bet. The stock has underperformed in the last two-three years vis-à-vis other largecaps. HCL Tech has got a lot of steam from here. There could be another 20% move from here. Then in TCS, there could be some more run up and the most interesting of the lot is Wipro. We have seen after a long time, Wipro has taken a lead and with this quarterly results and performance, we have also added it into our model portfolio after quite some time. Wipro could be a good bet from here. Among all the largecap IT names, the top bet remains Wipro, and followed by HCL Tech and TCS. What is the sense that you are getting when it comes to Tata Motors because it is largely expected to be a quite a rough quarter for the company, JLR’s revenues as well are expected to decline quite significantly. Largely, we are going in with fairly dire expectations.I had talked about the last few quarters. The results have been disappointing for the last few quarters. I would avoid Tata Motors and maybe look at other promising stories in two- wheeler and four-wheeler spaces.There has been quite a bit of contention when it comes to multiplex stocks. It seems the sentiment had become a bit upbeat with hopes of the cinemas opening but it looks like there has been no reprieve on that front. Would you bet on PVR and Inox long term story?I would definitely avoid the stock at this juncture. For a longer term view, you have definitely better stocks. This, however, could be a very long-term play and things will obviously change post COVID. The stocks would take some more to catch up.What did you make of the SBI numbers? We are still awaiting the management commentary but there is improvement in asset quality?Yes, the numbers prima facie look decent enough for SBI. The most important thing is to look at the management’s commentary as that will be of greater importance rather than just the numbers.