We are bullish on everything financial now; gung ho on cement in long term: Amish Shah
“Near term, there are headwinds, coal and diesel prices continue to be high and there are cost headwinds. There is also a risk of price war in cement with a new entrant. In the near term, the cement sector may go through some more correction. But coming to long-term capex cycle thesis, cement will participate in that rally too.”
