Infrastructure, steel and banking stocks in for a good run: Tarun Kataria

In a chat with ET Now, Tarun Kataria, Chairman, Cityspring Management, shares his views on cement, steel, infrastructure and banking stocks.

ET Now: At the current juncture, is the big money in cement being made?

Tarun Kataria: Around 50-100% of the big move has been done just like the big move has been done in the banking pack. But if you believe that you have got a three or four-year run up in the markets, you should wait for your entry point to get in.

As I have said, one can expect some very interesting reform moves from Modi and we all know that he needs to jumpstart the capex cycle and the way to do that is with infrastructure spends.

So at some point, even steel stocks will start to look interesting. They have had their run and people will take some money off the table in the next couple of weeks, wait for their opportunity to go back in, but there are two or three growth sectors and infrastructure-related sectors and indeed the banking pack, which are in for a good run now. So, one should look for his moment to get into the market.