Is it time to buy global cyclicals, banks and consumer stocks? Amit Gupta answers
“If you are not making money in the OEMs and are more into the consolidating phase, how can you make money? You need to go one step back, look at the B2B companies which are providing materials to all of these suppliers. All of these cement manufacturers and that is where you can make money. For example, AIA Engineering is one stock we have been tracking.”
