Commodities as a sector will get re-rated globally: Sandeep Tandon

economictimes.indiatimes.com:

«We have been very bullish for railway for actually right from September 2020 when we have a very sizeable exposure in some of the companies, we are a very meaningful stakeholder in most of the government companies, actually we are the largest shareholder in some of the government companies itself, so that level of exposure we already have, maybe closer to this event we have partially pruned down in some of the expensive names particularly in defence space,» says Sandeep Tandon, CIO, Quant Mutual Fund.

We are pinching ourselves. We are telling us that this is unreal, but it is real. The markets are up 4%, it is the biggest gap up for Indian markets in its life. So, magical things are happening today. Now as a money manager, what changes in the way you have invested in the past and the way you will invest in future post-election certainty and uncertainty going away?
First of all, now it is endorsements of the policies which was followed by the previous government, so which clearly means that infra as a theme, manufacturing as a theme, PSU as a theme will continue.

Now what is very important, many such names within the PSU space or certain manufacturing space particularly in the cap good side, they have become very expensive.

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Now what we have to look at, what could be the