Cement prices saw a slight dip last quarter, but robust demand and increasing volumes offer strong sector support. Despite short-term price volatility due to capacity additions and cost pressures, the medium-term outlook is positive. Price hikes are emerging in March, especially in non-trade segments, signaling a volume-driven cycle.
Indian markets offer value as Budget to keep fiscal path intact: Madhusudan Kela
Market veteran Madhusudan Kela anticipates continued fiscal discipline despite a revenue gap. He highlights opportunities in market corrections, noting that individual stocks are becoming attractive