Manufacturing, private capex and exports are drivers of corporate earnings over medium term: Saion Mukherjee, Nomura
Saion Mukherjee says: “As we see traction in manufacturing, our expectation is that we will also see a very strong pickup in private capex. So manufacturing, private capex, exports, would be the drivers of corporate earnings over the medium term. Of course, this would have a ruboff effect on consumption as we go forward.”
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