Rajesh Jain, EVP (retail research) at Religare Securities says infra stocks are a good pick. He is positive on Timken India and Bata. Lancelot D' Cunha, CEO of Sharyans Wealth Management bets big on road and port sectors. IRB Infra and IL&FS Transport are attractive to buy. RIL can be accumulated in small lots during the next one year.