Raamdeo Agarwal of Motilal Oswal Securities feels that the markets may go well above 17000 in an year's time. He opines that the cement sector is likely to do extremely well and predicts that once the monsoon gets over, there will be a severe shortage of cement in India if global prices don't come down.
Regarding banking, he feels that there is still lot of action to come in the next 2-3 years in SBI. He is positive on capital goods, telecom, in particular, in the time to come.
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