"Telecom – I have been one of the first to be positive on that space for the last 12-15 months. Now I believe, there would be a leeway for most of these companies to pay the dues. So that should be extremely positive going ahead. My pick still remains Bharti Airtel and possibly a risky pick could be Vodafone Idea which I had mentioned earlier also," said independent market expert Ambareesh Baliga.