Porinju Veliyath & Dolly Khanna Forum

Porinju has 1% in ABC india.He was holding it 3 years ago and then stake dropped to less than 1% so was not appearing in his holdings. It's rangebound for a long time.. With infra activities picking up ABC has good prospects from logistics point of view...Do you think it's a good opportunity to buy at current price?

In view of logistics sector getting infra status, cost of capital will reduce. Does ABC india now look more attractive to invest for long term?