Prefer Infosys, Tech Mahindra, Hexaware: Ajay Bodke

Ajay Bodke of Prabhudas Lilladher told CNBC-TV18, "Infosys and Tech Mahindra among the largecap space continue to be our favoured picks. In the midcap space Hexaware Technologies and KPIT Technologies are the two stocks that our analyst is most bullish on with the medium-term perspective."

"The demand environment in US and UK; the two largest markets continues to surprise us positively and our interactions with the IT companies indicates that FY16 would certainly be better as far as volume growth is concerned and also pricing is concerned. That reinforces our positive stance in the IT companies. These four companies we believe in the medium-term would offer very good value for investors," he added.