we should be largely avoiding technology and there are still a lot of uncertainties around chemicals and related spaces because chinese supply is increasing and their demand is still subdued so the pricing could trend down etc domestic linked sectors are still looking okay and the weakness in fourwheeler auto stocks could be bought says sandip sabharwal asksandipsabharwalcomsabharwal further says that the entire infrastructure construction capital goods space has good traction going for it despite slightly higher interest rates those are the sectors which still offer opportunity when it comes to the frontliners the metal space is managing to buck the general trend could some incremental traction play out within this space for the long haul as welli personally do not think so it is more a musical chairs kind of thing which is playing in the markets where sectoral rotation is happening markets are not going too much up or down and it is more a function of a lack of conviction largely among investors given the news flow which comes out on a periodic basis about potentially higher interest rates and its impact on the markets are you spotting opportunities to buy in this kind of timewise consolidationthere are some sectors which we should be avoiding largely technology and there are still a lot of uncertainties around chemicals and related spaces because chinese supply is increasing and their demand is still subdued so the pricing could trend down etc domestic linked sectors are still looking okay and the weakness in fourwheeler auto stocks could be bought the entire infrastructure construction capital goods space has good traction going for it despite slightly higher interest rates those are the sectors which still offer opportunity what would you like to hear from hdfc bank they are growing at an enviable rate now their casa ratio is decent and when the world is struggling for deposit at least when indian banks are struggling for deposit they have done a great job of adding new customersyes their deposit accretion has been one of the strongest it is all about deposits in a rising interest rate environment and that is why i always say that the larger banks have a clear advantage over the smaller ones in a tightening liquidity and rising interest rate environment when it reverses the smaller banks tend to have a greater delta so things are going decent for them you might also likelongterm india a shining star but negative on market for next 6 months s krishna kumarthe only thing is uncertainties around any relaxations they will get related to slr crr etc which i do not think will happen so to that extent they will need to increase the deposit accretion at a much faster rate which will be tough at least on the casa side because that grows only at a steady clip it will be more from the term deposit side where is kotak mahindra bank now it is in a very unique position which is