Buy Maruti Suzuki, Ashok Leyland, Bajaj Auto, Bharti Infratel: Sudip Bandopadhyay

Sudip Bandopadhyay, Market Expert told CNBC-TV18, "We know the impact of GST on the commercial vehicle makers. Considering that in the medium term there will be smoother movement of traffic. So, probably the number of commercial vehicles required for the fleet operators will not increase the way it was increasing. So, will they kind of take a hit on demand, one is not sure. Undoubtedly Ashok Leyland’s performance has been good. Tata Motors commercial vehicles division also is doing well."

"On a medium to long term, we believe that both Ashok Leyland and the commercial vehicle division of Tata Motors will do good. As far as market is concerned Ashok Leyland at current level is a buy," he said.

"I think Maruti Suzuki is an all-time favourite. The company is amazing. The way they have performed over the quarters, the way they have maintained their increased market share, is a case study. So, Maruti definitely is a buy. Amongst the two wheelers we are looking at Bajaj Auto once again. I think the worst is over, things are going to improve from hereon. So, Bajaj Auto is a buy at current level," he added.

"Bharti Infratel is also a good buy at the current level."