First pick:
Asian Paints. Strongest fundamentals for a paint company. Everyone needs to repaint their house every 3 to 5 years and new buildings equal more paint demand. Great company to own.
Second Pick:
Cera sanitaryware. Strong fundamentals. Sales growth has been consistent. As standard of living increases, there'd be more demand for better quality toilets/bathrooms.
None of the above are value picks but they would be good buys in a market crisis.
Most of the companies in my watch list are IT, Pharma, FMCG/Consumer and automobile with a few exceptions. With the exception of the above 2, most companies that I track have seen some periods of weak demand or unfavorable debt levels.
