Cement stocks may see further upside despite recent rally: Siddhartha Khemka
Cement sector, Khemka said, has been benefitting from increased activity at ground level, both in terms of infrastructure development as well as housing.

ET Now: What is your take on the cement sector?
Siddhartha Khemka: We have a positive view on cement. This sector continues to do well. It has been benefitting from increased activity at ground level, both in terms of infrastructure development as well as housing. The stocks have run up quite a bit, but we see further upside in these stocks from this sector. We continue to remain overweight on cement for now.
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