PL Capital Identifies Investment Opportunities in Cement, Banking Sectors Amid Market Corrections
Published on: Jan. 16, 2026, 11:12 a.m. | Source: scanx.trade
PL Capital's Amnish Aggarwal identifies investment opportunities in cement stocks following 20-25% corrections, with strong Q3 volume growth and continued January momentum, though pricing discipline remains crucial. He views banking stocks, including HDFC Bank, as near bottom with favorable risk-reward despite loan-to-deposit ratio concerns. For Restaurant Brands Asia, steady India operations contrast with loss-making Indonesia business, requiring strategic clarity. Aggarwal also highlights potential benefits from India-EU trade agreement for export sectors.
