Buy Bharat Electronics, GMR Infrastructure: Krish Subramanyam

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Krish Subramanyam of Altamount Capital told CNBC-TV18, "Capital goods space seems to have seen some pretty decent roll. So, my choice would be a Bharat Electronics (BEL) from this segment which has also seen some decent roll. So, one can buy August futures for a possible target of Rs 188, keep a stop loss of Rs 174."

"Infrastructure space which was in top form in the July series, I think going forward GMR Infrastructure seems to have taken fancy and seen some excellent rolls for the August series. So, I think this could be bought for a possible target of Rs 21.50 and maybe one could keep a stop loss of Rs 19," he said.