Bullish on infrastructure stocks: TP Raman

In a chat with ET Now, TP Raman, MD, Sundaram Mutual Fund AMC, shares his views about infra stocks.

ET Now: Mid sized infrastructure stocks the likes of GMR, GVK, Lanco etc. do you like this pocket?

TP Raman: It will not be appropriate for me to make stocks specific comments at this point in time because we are an AMC and then it is my compliance. So it may not be appropriate for me to make any stock specific but if it is infra specific I am okay with it.

ET Now: So which is what I am asking this entire pocket midcap infrastructure stocks based out of Andhra Pradesh or otherwise do you like this entire space, some stocks in this entire space?

TP Raman: Yes, let us not forget that it is in the midcap space and some in the small cap space have a lot to do with the infrastructure segment whether it is supply of materials or whether it is execution of products, whether they are in the construction area or in the project area or suppliers or pipes and equipments or instruments and stuff like that. Yes there is a very large set of group of companies that are within the midcap and the small cap space which have a tremendous amount of role to play in the infrastructure growth. The answer is yes.