Buy Reliance Industries, Oil India: Mr Kohli has a contrarian call on the oil and gas space. He expects global crude oil prices to recover from current levels going ahead.
Buy ONGC: The stock is trading near its 2009 prices and is an attractive buy.
Buy Coal India: The stock may take a hit if the government's disinvestment plan for the company gets postponed further. The company's fundamentals are strong. Investors can look at buying Coal India shares on declines.
Avoid commodity stocks: The commodity cycle is in a continued downtrend. Many companies are highly leveraged and will remain under pressure unless there is an economic revival.
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