Buy the Capital Goods Sell Off – Glodman Sachs

Goldman Sachs Equity Analysts in a report released just a while ago on the Indian Capital Goods sector express the SELL-OFF has created an opportunity to BUY Capital Goods / Infrastructure stocks as the entry levels are attractive. We present to you mix of Goldman and Merill’s Views on select stocks for investment consideration.

The Indian infrastructure sector as we believe spending on this sector is increasing at a rapid pace, offering substantial asset growth opportunities. Execution has improved, but (more…)