Ridham Desai's top picks: Industrials, infra and realty
Synopsis
Staples-related consumption looks fully priced, while discretionary and travel related stocks could also be in the list of potential purchases, Desai said in a wide-ranging interview.
Mumbai: Infrastructure- and industrial-related stocks are expected to gain as India steps up spending, while pent-up demand could also boost the real estate sector, said Ridham Desai, MD, Morgan Stanley India. Staples-related consumption looks fully priced, while discretionary and travel related stocks could also be in the list of potential purchases, Desai said in a wide-ranging interview.Inflation is not such a big worry for the Reserve Bank
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