3 sectors are going to drive up the market in 2018: Sunil Subramaniam, Sundaram MF - News Summed Up

3 sectors are going to drive up the market in 2018: Sunil Subramaniam, Sundaram MF


I do not see how that would happen because Goldman Sachs has also put out this forecast. It may be the more convincing factor for rates being in pause mode but globally the rates are going up and you do not want to go against the tide there. First, in our case which is happening with the government driving the EPC contractors, the capital good suppliers to government projects. When you say cement -- is it a basket approach on cement as a sector or is it very region specific cement? It is not necessarily a company, it is a company which has a plant in the right area.


Source: Economic Times December 04, 2017 08:33 UTC



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