Buy infrastructure stocks from a two year perspective: Ambareesh Baliga
"Only if you have a decent amount of patience to hold on for the next year plus possibly two years, one should look at buying the infrastructure stocks ."
At close to Rs 17 for a GVK Power, the long-term story, do you like it or not?
Yes. In fact we have been liking most of the infrastructure stories for a while .
So only if you have a decent amount of patience to hold on for the next year plus possibly two years, one should look at buying the infrastructure stocks because the next big trigger for the infrastructure sector as such would be when the interest rates start moving down, which is still quite faraway.
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