Gradual uptick in market expected; 5 stocks to consider now: Siddhartha Khemka

Siddhartha Khemka of MOSL highlights promising sectors like NBFCs and US generics, with Sun Pharma and Trent as top picks. He suggests focusing on consumer credit, vehicular finance, and gold financing companies due to high gold prices. The outlook for the market is positive, with a focus on domestic consumption themes post-Q4 results.