In an uncertain market condition, look at companies where “the worst fears have been priced in”. This is the mantra for fresh stock buying in choppy market conditions; by Devesh Kumar, MD & Head – Equities, RBS Equities India. The macro economic situation will be looking better than what they are today in the next two quarters from now.
In an interview with CNBC-TV18, Mohan Krishnaswamy, Head of Equity Research from RBS Equities (India) and Vinod Juneja, MD (Group) of Binani Cement gave their outlook on the cement and construction sector.