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2014 belongs to cement, logistics: Prakash Diwan
MoneyControl- 1st January, 2014
Prakash Diwan, Dir, Altamount Capital Management is upbeat on the cement and logistics space on back of new age growth in the infrastructure theme.
In an interview to CNBC-TV18 Prakash Diwan, Dir, Altamount Capital Management picks top sector plays for 2014. He is particularly upbeat on the cement and logistics space on back of new age growth in the infrastructure theme. On the logistics side he would look at companies like Gati , Redington . On the logistics side, my sense is you could probably look at companies that are into insulation like Gati, Redington which is a master in that business. I am looking at it more from the micro development on the logistics side, as well as the larger one which is infrastructure related would be ports.