Kirti Doshi, Promoter, Antique Stock Broking is bullish on commercial vehicle segment.
Doshi told CNBC-TV18, "We are bullish on some of the commercial vehicle segment like Tata Motors, Eicher Motors. In the two-wheeler segment we are bullish on Bajaj Auto. After the current number BHEL, which has came a day before, is also surprising, everybody is surprised on the margin expansion. So we are bullish on BHEL also." He further added, "Some of the segments in the cement sector also, we are bullish because till now whatever the number came in the month of the December, the dispatches are not shown any negative surprises to the people and once the government spending and again infrastructure spending will start, I believe the cement sector in some of those companies will do extremely well."Discover the latest Business News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!