Intelsense Capital's Abhishek Basumallick, expects a continuation of the current bull market, with an emphasis on financials, railways, engineering, capital goods, and infrastructure. Specific sectors and stocks should still be assessed for valuation, performance, and potential gains. Basumallick is hesitant about buying defence companies despite the increased interest, citing an earlier build-up and subsequent letdown, but he acknowledges their potential for domestic and export growth.