My sense is on a price to book basis, this is one of the cheapest housing finance stocks. Also, housing finance companies logistic companies can be considered. So I would prefer that housing finance and typically textile players like Arvind definitely should be in investor kind of portfolio. So again, one should always focus on quality and a rising sector for which I think Dewan Housing qualifies. For example, Arvind, which has got a very strong presence in the brand and retailing segment, very strong earnings growth etc.
Source: Economic Times June 25, 2016 08:16 UTC