Cement prices dipped by 2.5% in April-August with a trend reversal in September.The industry has a poor track record of withstanding sharp price hikes beyond
Sanjiv Bhasibelieves that Dixon has already seen a significant increase in price, but the shift towards electronic manufacturing services is still favorable in the long-term. Regarding Avenue Supermarts, Bhasin thinks Trent is a better investment than DMart. He also mentions the potential for gains in Reliance Industries due to record retail sales and increased demand for distillate OTC chemicals.