What Is Kenneth Andrade Constructive On | Talking Point | NDTV Profit

- How to bet on capex beneficiaries?
- Can capital goods trade at FMCG valuations?
Niraj Shah in conversation with #OldBridgeMF's Kenneth Andrade on 'Talking Point'.
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[@ChetanB28]

Thank you neeraj sir for getting experts such as Kenneth sir on the channel and getting there invaluable insight .Dhanyawad

[@gadgetssimplified2924]

Finally audio is fixed🎉🎉

[@keepGoing612]

Sir please reduce expense ratio of your MF

[@BulkDealTrader]

🔥🔥

[@toplist3257]

Please improve the audio quality

[@sheben8532]

Its basket , not bucket

[@karuonline3294]

very insightful

[@kayjc0975]

Tata steel has been doing well , I wonder which fastfood stock he must be speaking of , it's never a simple answer from the cyclical expert for obvious reasons, no sugar stock I feel for Kenneth, he must be seeing big upswing in metal cycle, if infra has to go then steel will do really well.