Cement is an area to look at: Rajat Jain
Rajat Jain, CIO, Principal Mutual Fund, in a chat with ET Now, talks about the cement pack.
Yes, clearly I mean the cement pack may be a slightly overweight in our portfolio and I mean cement obviously is more of a regional play and we think that the demand growth if you have all the infrastructure projects coming and the construction projects coming demand growth can surprise. Overall cement is an area that we can look at.
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