We are not far from the all-time high levels for the Indian markets. Foreign institutional investors have been driving the rally on Dalal Street as they have poured in over Rs 23,000 crore in Indian stocks so far in the month of May. So, what are the themes one should pick for healthy returns? Catch BTTV's Tanya Aneja in conversation with Sahil Kapoor, Vice President & Head – Products & Market Strategist, DSP Investment Managers as he shares his investment mantra