Bullish on logistic companies with liquid logistics players; prefer Aegis Logistics

In a chat with ET Now, Deepak Shenoy, Founder, Capital Mind, talks about his top sectoral theme.

ET Now: What is it that you like in the infrastructure space? Is there any theme that you are betting big on?
Deepak Shenoy: I am positive on liquid logistics. We like the industry in general. Most of the logistics stocks have corrected significantly from their recent peaks. One such stock is Aegis Logistics. As a disclosure, we have been long on the stock. We have been recommending it as well for a while. This company owns liquid logistics operations in Aegis Logistics.

It has now got land in a couple of more ports. The company is will be working on those ports in the next couple of years. We believe this is a big industry because both from chemicals perspective and also from oil handling perspective, this company is to be a big player.