Cement stocks have been on the radar considering the government’s infra push and acquisition of Ambuja Cements and ACC by Adani Group. Analysts said the twin acquisitions by Adani have raised hopes of more such deals in the sector as a few players are finding it difficult to pare their leverage and may be willing to exit the cement business at good valuations.
Atul Suri bets on IT, pharma and FMCG for next six months
But the thing that really stands out for me at the moment are the things that I am working on, which takes up my time,