Over the longer term, certainly the private sector financials are well placed. There is an element of potential market share gains for the private sector financials which underpins their long-term growth. Historically, they have clearly focussed on inflation, is that sort of a market shift in terms of the focus away from inflation towards growth. We are looking at almost 400-500 stocks which are about half a billion in market cap. I guess within the larger infrastructure space, we will focus on the buildings and road builders.

Source: Economic Times December 06, 2017 07:18 UTC