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Speak with him politely with a smiling face and do not show

A: There is no specific trend that we are observing, we are playing more relative value game because if you look at the more overcrowded sectors, whether it be the consumption oriented, the Canada Goose Outlet auto, auto ancillary sectors or the retail oriented banks kind of sector, pretty much everybody is positioned out there and the valuations have gone much above their averages. So, it is more a relative value game that you end up playing because of the visibility of the earnings in that space. You start nibble at some of the building materials and in that space we are looking at cement, we are seeing some early signs in terms of movements out there.

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