Capital goods as a sector looks appealing: Sundaram BNP Paribas
Capital goods as a sector definitely is very appealing to us and we have very strong and positive views on that because given the infrastructure story and the growth story that is happening and will perhaps happen in a bigger measure, that sector...
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| TP Raman, MD, Sundaram BNP Paribas
What about capital goods? Manufacturing activity has been picking up and growth rates look strong. How would you look at the capital goods space, the likes of an L&T or a BHEL and even from the smaller lot or the midcap universe, a Crompton Greaves?
Capital goods as a sector definitely is very appealing to us and we have very strong and positive views on that because given the infrastructure story and the growth story that is happening and will perhaps happen in a bigger measure, that sector should definitely look very attractive and then we are quite bullish on that sector.
What about capital goods? Manufacturing activity has been picking up and growth rates look strong. How would you look at the capital goods space, the likes of an L&T or a BHEL and even from the smaller lot or the midcap universe, a Crompton Greaves?
Capital goods as a sector definitely is very appealing to us and we have very strong and positive views on that because given the infrastructure story and the growth story that is happening and will perhaps happen in a bigger measure, that sector should definitely look very attractive and then we are quite bullish on that sector.
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