Playing unlock theme: 7 stocks worth picking up An apparently subsiding second wave is offering hope to covid-weary stock market investors. State governments slowly lifting local lockdowns is spurring the optimism. Since everyone was waiting for the opening up, there will be clear revival in areas like FMCG, retail, etc, predicts Keval Bhanushali, CEO, Marwadi Shares Finance. After being decimated by the first national lockdown, several of these companies bounced back and generated fabulous returns when the economy opened up last time. Can investors play the unlock theme again? Experts say investors can, but they need to do so with caution.Be selectiveUnlock trade was a blind game last year because all stocks from affected sectors were going at throwaway prices. The situation is different this time. Some of the stocks have already started going up and are well above their pre-covid levels. This is because the lockdowns were more localised this time, and the corrections were not that big. For this analysis, we have avoided all stocks where share prices are higher than precovid levels (as on 31 December 2019).