Tulsian told CNBC-TV18, "I am holding my positive view on maybe two banks - one is Dhanlaxmi and second is DCB. Both look good because at these levels I think they have taken a lot of correction. I don't think that they are too much bothered by the asset quality or fall in the means and all sorts of things. So probably these two banks are looking quite good. They are ruling at very low valuations and the downside is really limited from here. So maybe these two banks can be taken look at."
He further added, "All these infrastructure stocks looks to have bottomed out whether we take a call on GMR, GVK , Lanco Infra because I have expressed views on IVRCL as a positive one, but even you can add the stock like HCC. I don't think that further erosion is really likely. Expect for that we have seen that move by GMR that they will be bidding for some of the airports in the Latin America that in fact sometimes give you scare that probably that will leverage their balance sheet further, but if you just restrict the companies with their existing business model, I think that further erosion is really likely to happen in the share price of these companies and it's a forgone conclusion that if not from middle of this month, atleast in next couple of months interest rate will start softening and that will be seen as positive for all these stocks."
