Sudip Bandyopadhyay still prefers private banks to NBFCs; remains gung-ho on cement stocks
Sudip Bandyopadhyay says cement goes much beyond real estate. There is a construction boom. There is a lot of infrastructure work happening. Railways are making major capex and that in most of the cases also involves use of cement. So, by and large, the demand for cement is going up and will continue to go up in the near future as well.
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