Subscribe To Our Free Newsletter |
Why Mahantesh Sabarad is avoiding cement stocks now, seeing valuation mojo in two-wheelers
“Cement offers a better play when the infrastructure activities get a leg up or a boost due to a certain degree of activity and since we are approaching an election year, these kinds of activities will run their course. I do not think fresh orders from the governments will be released till the new government comes into play. Therefore, cement is not the theme that I would play now.”