Sudip Bandhopadhyay, Market Expert is of the view that one can buy DLF, Aurobindo Pharma and Natco Pharma.
Sudip Bandhopadhyay, Market Expert told CNBC-TV18, "I will stay away from telecom. There is too much of uncertainty. Bharti Airtel declares results tomorrow. They will be significantly lower compared to last quarter and similar quarter last year. So I will skip telecom."
"As far as real estate is concerned, there is a positive virtuous cycle which probably will begin in real estate. One has to be a little selective, but for an investor, DLF is a good bet at current level. It has moved up quite a bit, but still for an investor with one year time horizon, DLF is a good bet. You can go back to the tried and tested names of Oberoi Realty or Godrej Properties or some of the south based niche realtors. Good companies in real estate are worth buying now."
"Once Real Estate (Regulation and Development) Act (RERA) is coming, goods and services tax (GST) is coming - that creates a good environment for real estate play," he said.