Gurmeet Chadha on 3 stocks to bet on in auto sector
“We are constructive on some of the passenger vehicle names, especially M&M. They seem to be getting their SUV leadership back with five successful launches now. Even in the tractor segment, while it has been a soft H1, they have gained market share. We are also looking at some CV makers selectively. Within two -wheelers, we are constructive on TVS. Among auto ancillaries, we track Minda Industries. ”