Here are some stock picks from Hitesh Goel

Watch the interview of Hitesh Goel, Associate Director, Kotak Institutional Equities with Ekta Batra & Anuj Singhal on CNBC-TV18, in which he shared his reading and outlook on market and specific stocks.Below is the verbatim transcript of Hitesh Goel's interview with CNBC-TV18Maruti Suzuki"We have a buy rating on Maruti Suzuki. The stock has given handsome returns this year but we believe there is more to come. In the second half, we are building on a growth of 10-12 percent because of new model launches. Baleno has got to a good start, S-Cross is picking up and there is a new compact Sports Utility Vehicle (SUV) which will also come in the fourth quarter. So, we are pretty confident on that and also with the pay commission report expected by December end, you should see a growth in FY'17 also if the pay commission gives a pay hike of 25-30 percent.""My sense is that in FY'17 you will see a very strong growth on the industry side which will benefit Maruti because their new launches will also come in by then. So, I am pretty positive on the company," he said.Bajaj Auto"We have a buy rating on Bajaj Auto but in the near term at least for the next six months the volume growth will be kind of challenge for the two wheeler industry especially on the motorcycle side because rural penetration is quite low for motorcycles and you will see some growth in scooters but overall two wheeler industry will not show a very significant growth for second half.""In case of Bajaj Auto you will have to monitor exports which is 50 percent of the revenues and high proportion of their EBITDA. The first half has been good but in the second half you will see some moderation in growth largely because of the export to Africa and Latin America and also because oil prices have come down you are seeing pressure in these economies," he said."Bajaj Auto and Hero Motocorp are at reasonable valuation, so we have a buy rating. But near term triggers are absent in both these stocks."