Sudip Bandyopadhyay on strategic picks for long-term investors

​My view is that Q3, which has been a festive season, should show pickup in demand and Q4 also should be good. So, the bit of a slowdown which did a lot of damage for the Q2 numbers, we probably will cross that hump and corporate results will start coming back. The numbers will start looking decent. Rural income has already picked up. Rural spending has picked up.