Prefer early cycle plays, avoiding asset heavy plays: Pankaj Tibrewal, Kotak Mutual Fund

Talking to ET Now, Pankaj Tibrewal , SVP & Fund Manager, Kotak Mutual Fund , says after almost five to six years of bad performance from capital goods sector, we believe that there are certain pockets of optimism on the infrastructure side. Read more here: Prefer early cycle plays, avoiding asset heavy plays: Pankaj Tibrewal, Kotak Mutual Fund
Read More Here: Prefer early cycle plays, avoiding asset heavy plays: Pankaj Tibrewal, Kotak Mutual Fund