Sanjay Dutt, Director, Quantum Securities Pvt. Ltd. in an interview with ET Now talks about sectors with impending reforms namely education, oil & gas and fertilisers.
Full Story: Education, oil & gas and fertilisers can outperform in 2-3 years: Sanjay Dutt - Economic Times
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At the outset, I would like to start with a compliment to you on all three sectors that you picked up. I wish we had many more analysts and commentators like you in the press, public at large who would be better informed because all these three sectors have got phenomenal action ahead. They would have volatility but they would have upside because they have got a good amount of potential in there and viewers must learn not only from experience of people like us who have been in the markets for years but also people like you who have been in the markets and now are also in the other side of the table because you bring a good amount of perspective. Coming out to specifics, education, we have not seen anything as yet. Education is exactly where real estate was about 4-5 years back, where we just had one or two good listed companies, in fact not even one or two listed companies, probably one listed company, which one could not categorise as good or bad. We have a similar situation in education right now. We just have the Educomp, Everonn in the core of the business but there is a good amount of potential in there. The sector is all set to explode. We will see many more listings coming in in the next 6-12 months and that's a story to write for the next 5-10 years without any doubt.Full Story: Education, oil & gas and fertilisers can outperform in 2-3 years: Sanjay Dutt - Economic Times
