As such my view is very simple in this particular space. There could be some pricing action as well in this particular space. Real estate globally is one of the largest sectors. That to me is a big opportunity because generally if inflation is below 10%, it is great because inflation actually comes in when one sees high demand coming in. I do not know how the transition will play out.Then there are cyclicals on the infra side, real estate side and even lending is one part I am really bullish on.

Source: Economic Times November 24, 2021 23:03 UTC