Regionally-strong realty players, HFCs could be a play on Budget expectations: S Krishna Kumar

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On the supply side, we have been positive on building materials for quite some time. Though, this has been impacted negatively, we continue to have faith in them and we are adding them at appropriate valuations, says S Krishna Kumar, CIO, Sundaram Mutual Fund.

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    On the supply side, we have been positive on building materials for quite some time. Though, this has been impacted negatively, we continue to have faith in them and we are adding them at appropriate valuations, says S Krishna Kumar, CIO, Sundaram Mutual Fund.

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