The latest analysis and commentary by stock market guru SP Tulsian on what is moving the markets on Friday.

On HCL Technologies, SP Tulsian said, “If you are a long-term investor with a view of about 12 months I think I will view this acquisition as an excellent move by the company."

HCL Tech will be the pick now ahead of TCS and Infosys as well looking into this acquisition going forward, he said.

On Mahindra & Mahindra, Tulsian said the SUV which they have launched seems to be having a good response and definitely they are gaining ground in that.

In December and January I won’t be too excited to take a call on Mahindra & Mahindra maybe from a 2-3 months point of view," he added.