The core story for the economy will remain the commodity companies because we are in the building phase for the economy in terms of capex creation, infra creation. So, to that extent, yes, clearly commodity companies whether it is cement, whether it is metal, they are going to play the role.
I keep neutral to positive bias on the market and a lot of sectors are doing well. So, although index may be illusionary or it
US equity funds are undergoing reversion to the mean. Europe and Japan equity funds are attracting more inflows while the interest in emerging markets persists.
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