Abhay Laijawala, MD & Head-Research at Deutsche Equities India told CNBC-TV18, "We are overweight in cement sector and we remain overweight in that sector."
He further added, "It will a combination once again of private as well as select public sector and NBFCs as well. Within the NBFCs we would prefer to look at the more urban focus or let me say more of the urban focus names."
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