Cement, Metals and Consumption: Pankaj Tibrewal’s top sectoral bets for FY26
“Policy relaxations in terms of risk weightages, ignored by the markets, and the third important point is the policy rate cut action after five years ignored by the markets,” says Pankaj Tibrewal, IKIGAI Asset Managers.Well, could have been better if markets were better.Pankaj Tibrewal: These are all cycles. You have seen it all across. So, … Read more
