TVS Motor best pick in two-wheeler space: Sudip Bandyopadhyay

ET now spoke to Sudip Bandyopadhyay, Managing Director & CEO, Convexity Solutions, on his take on TVs Motors.

What is the call really on the other two-wheeler majors, TVS Motors as well as Bajaj Auto?

We are pretty bullish on TVS Motors. The company has been doing pretty well. Of course it has got beaten down last couple of weeks and it is a great time to start buying into that particular stock. Overall as a sector as I mentioned earlier, there is enough and more money in the hands of semi-urban and rural population.

The demand for two-wheeler is going to be robust and all three companies are going to see good demand for their products even though near abroad the countries in the neighbourhood, there is a strong demand for Indian two-wheeler makers, manufactured products. All the companies should have good 2011 and even going forward, next 4-5 years for all these companies should be good. But out of all three, we would like to pick TVS Motors at this stage.