Gorashekhar told CNBC-TV18, "We are not positive for the simple reason that we expect that in 2011, a large amount of cement capacities is going to hit the market. Although cement is an infrastructure play, I think typically if you look at it, I would like to put my bet on a pure infrastructure play rather than putting it on cement for the simple reason that cement prices possibly could get a hit in the coming next two quarters because of supply driven concerns."
He further added, " ACC and Ambuja - for both the companies I would suggest if the upside for any particular investor is pretty significant, I think one should get out and probably put his/her bets on a direct infrastructure play, which would possibly give a better kind of upside."
