Kumar told CNBC-TV18, "We have been pretty bullish on some of the midcap infrastructure stories like HCC, Madhucon and we have some of the midcap stories like ENIL, I think there is tremendous opportunity out there and they are coming out of restructuring."
He further added, "We also like IBN18, I think we are staring at a very good broadcasting story hereon, which is a big alternative to Zee and Sun at this point of time, which is trading at a big discount to some of the other broadcasters. So there are opportunities, which are sustainable over the next three-four quarters and over the longer-term that we like."