Pankaj Pandey, Head of Research, ICICI Securities, sees Nifty touching 12,100 in 2019, and discusses the top themes that will move the market. The expert is bullish on retail sector, says jewellery and apparel are well-positioned for growth, picks Aditya Birla Fashion, Tital and Trent. Commenting on groceries space, he says challenges are huge as newer players have entered the market. He also expects a restructuring in the hospitality sector. In ceramics, he picks Kajaria and Somany ceramics.