perform in terms of stock

Publikován dne 11. Zář, 2010 od veronika v Nezařazené Počet shlédnutí: 6 shlédnutí

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A: We are overweight compared to the industry as well as with respect to the benchmark. We are happy that we are carrying a significant overweight position in cement stocks and we believe that that is the cleanest way to play the infra recovery that is happening in the country and some of these stocks have just started to perform in terms of stock market performance although the business performance had improved in the previous quarter itself. I think now the stock markets are recognising the upturn in the cement industry and we believe we are just at the beginning of the upturn from three five year cycle perspective.

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