News & Updates » Vallum Capital Advisors advises looking at capital goods sector like the compressor companies

 

Vallum Capital Advisors advises looking at capital goods sector like the compressor companies

By Harveer Chawla : 11 April 2017
Vallum Capital

The big question retail investors are faced with is where to find value when the Sensex and Nifty are at 30,000 and 9,200 levels respectively.

 

Madhusudan Sarda, Executive Director, Vallum Capital Advisors advises looking at refractor and compressor companies - allied product makers in the steel sector. He believes instead of focusing on the pure commodity sector, one should look at sub-set of commodities because there is a lot of value to be created here.

 

They are upbeat on refractories like Vesuvius and compressor companies like Elgi Equipment, Kirloskar Pneumatics and Ingersoll Rand too. The entity is of the view is that there is lot of value getting created in capital goods sector, which may not be immediate but definitely over a period of time.

 

Watch the short interview of Mr. Madhusudan Sarda, Executive Director, Vallum Capital Advisors with CNBC TV18's Sonia Shenoy and Latha Venkatesh. 


Click here to see the complete video

 
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