Key Points
India is in a sweet spot with clear visibility of growth and credible shock absorbers, says Alok Agarwal, Head-Quant & Portfolio Manager, Alchemy Capital Management...
In an interview with ETMarkets, Agarwal said: We expect domestic defence capex to be a structural theme for the next few years at least..
Alok Agarwal: 2024 being the election year, the Vote on Account is likely to be uneventful, much on expected lines..
Alok Agarwal: Led by the focus of the Government on capex, indigenisation and manufacturing, we have been positive on Defence, Railways, Power, Capital Goods, and Real Estate and continue to remain so..
Power Generation capacity addition has been lacklustre in the last decade, with high growth in the economy and power demand zooming, we expect the Power sector to remain an attractive sector for the next couple of years...
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