Realty stocks could do well, but choice remains limited: Vikas Khemani, Edelweiss Financial Services

In a chat with ET Now, Vikas Khemani of Edelweiss Financial Services, shares his thoughts on the realty sector. Excerpts:

ET Now: One has really seen the move come in on realty of late. It could just be a trading play, but what is the sense that you are getting? Could these sectors now, which have been so bogged down with a lot of negative news, become investment bets?

Vikas Khemani: Realty, as a sector, looks very interesting, with it being interest rate sensitive, very much leveraged to the economic growth, employment creation, etc.

But unfortunately, you could not have many large players in this sector without any issues. If you look at some of the large players, they have had many issues recently. That is why investors are a bit hesitant to commit large amount of money in this. Wherever there are good quality stocks and good quality companies, they are very small where investors cannot come in.

But if you ask me if realty companies will do well, then the answer is yes. But currently, the choice of stocks to play for investors is very very limited and that problem continues to remain.