Kunj Bansal on why one can bet on banks and capital goods sectors now

“The government has been spending a lot of money on infrastructure and when we say infrastructure, certainly on the building up of roads and highways and that is visible in the order book release in terms of number of projects, in terms of the business gained by the companies. Unfortunately that does not reflect in the consistency of share price performance of these road EPC, civil construction kind of companies. So, that is a challenge for me.”