Commodity and Cyclical Plays

@PraveenKG difficult for me to recommend individual stocks given Compliance. However I can tell you that I own Dalmia Cement, but bot 18months back below 700, so already run up quite a lot. Same is the case with most cement stocks. Normally cement stocks correct during monsoon season and bottom out around Sep-Oct. Also this time around, due to 2nd wave of pandemic, infra projects have been stalled. The labour supply is impacted as rural India has taken the brunt of Covid 19 this time. So my suggestion will be to wait for weak numbers to show up and enter when stocks have corrected 15-20% from here

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