Sharmila Joshi of sharmilajoshi.com on auto and FMCG says the sectors have already indicated that the Q4 numbers will be muted. She is positive on banking and financial sectors. From the media stocks, her top picks are Inox and PVR. In the consumption space, she picks HUL, ITC, Dabur for reporting strong numbers. She says it is better to avoid OMCs during the election season. On the metal stocks going down, she says China concerns are weighing it down. The expert picks HCL Tech from IT.