Stock to buy: Market expert Siddharth Sedani in a special segment ‘Sid ki SIP’ aired on Zee Business recommended four cement stocks to make investors’ portfolios strong under the theme ‘Walls of India’.

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Siddharth said that the demand will remain strong in Q3 and Q4 as construction activities have gained momentum. He added that infrastructure projects are increasing and there can be significant allocation to the infrastructure segment in the Union Budget 2023-24. 

Sedani said that the demand for cement will be around 98 million tons in the next two years. He said that volumes of the cement industry in November were strong and are expected to remain sturdy in the coming quarters.

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Four stock recommendations by Siddharth Sedani 

Stocks to buy: Fortis Healthcare, Siemens, Havells India among 5 shares for 40% return