SP Tulsian on infra, realty, cement and power stocks

SP Tulsian of sptulsian.com joins CNBC-TV18 to discuss sectors and stocks in news today.

Below is the edited transcript of the interview. Watch the accompaying video. Q: Which of the infrastructure stocks that you track would you be most worried about given the kind of macro numbers that are coming out?
A: I have expressed my views couple of days ago also that I will be very circumspect on the airport portfolio. GMR has been banned from charging development fee at Maldives airport and in fact, we have seen this problem hanging for Delhi, Hyderabad, Bangalore and Mumbai too. These airport owners, both GMR and GVK, they don