We would focus on private banks, insurance, real estate and consumer staples: Pratik Gupta
“We will see a long capex cycle, but capex has to be divided in our view in two-three different buckets. First is the government capex which is central government capex, then there is state government capex. Then there is PSU capex, private capex and what we call MNC capex, which is a smaller part of the overall capex plays.”
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