Here are some stock trading ideas from TS Harihar

Watch the interview of TS Harihar of HRBV Client Solutions with Anuj Singhal & Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on Futures and Options (F&O) side of the market, specific stocks and sectors.Below is the verbatim transcript of TS Harihar's interview with CNBC-TV18:NTPC With the huge investment that the government is planning to refurbish all the power plants in India, we believe that NTPC actually could be both one defensive bet and two also an aggressive play on the government power expenditure. So, we are actually recommending buying October NTPC futures at a price of about Rs 122 and also hedge it with a 120 October put at a premium of Rs 2. So, you are totally having a maximum risk of Rs 4 and the strategy is profitable above a price of Rs 124.Infosys & TCS Infosys had the problem of much lower return on equity matrix as compared to Tata Consultancy Services (TCS), that gap has finally been bridged. And what we are now seeing is that Infosys is showing a new aggression and that is likely to get translated into prices. So, we have a strategy where you actually go long on Infosys October futures and simultaneously go short on TCS futures. The bet here is not on individual stocks, but on a relative outperformance of Infosys, vis-a-vis TCS.ICICI Bank What we believe is that we could have probably a marginal rate cut when the RBI meets for its policy on 29 September and one of the few beneficiaries in the banking space actually could be Axis Bank. So, we have a long-short strategy, where we are going long on Axis Bank futures at a price of about Rs 502 and going short on ICICI Bank futures at a price of Rs 267, these are of course October futures. Now, the idea is that we expect Axis Bank over the next one quarter to outperform ICICI Bank and that outperformance is going to be captured by this long-short patch strategy.