Avoid diagnostic stocks now; play infra via sub segments: Siddhartha Khemka
“Not only will PSUs benefit from government spending, but some of the private sector infra players like L&T, where we are seeing strong order book inflows, execution and some of the private players like KEC or road players like KNR Construction could see uptick in the order book, execution and profitability which should attract a lot of investor interest in the space.”