Gaurang Shah of Geojit Financial Services told CNBC-TV18, "If you want to play the infrastructure then first of all, if you want to trade short term, you need to be very specific and careful what sector and stock you select. I do not think infrastructure is a sector where you can have a short term view. My view is, long term if you want to play the infrastructure theme, then KNR Constructions is the company that I would recommend."
"The Q3 numbers that KNR Constructions came out with were stellar set of numbers. On all parameters they beat our expectations. So I would prefer KNR Constructions, but again with a one and a half to two year time horizon," he added.