One can pick ACC and Ambuja from the cement space: Ajay Bagga

There is a lot of operating leverage available for these companies, especially the leaders like ACC and Ambuja. These stocks can be owned, he said.

| Updated: May 30, 2014, 04.32 PM IST

One can pick ACC and Ambuja from the cement space: Ajay Bagga

In a chat with ET Now, Market Expert Ajay Bagga shares his views on cement space.

ET Now: Do you expect a recovery in the cement space as a whole?

Ajay Bagga: Yes, cement will lead. If you look at the capacity utilisations, there is a lot of operating leverage available for these companies, especially the leaders like ACC and Ambuja. These stocks can be owned.

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