capex story: Betting on capex story as it has strong legs and can go on for many years: Chirag Setalvad
Chirag Setalvad, Head of Equities at HDFC AMC, discusses the positive impact of government spending on infrastructure, the potential for private capex to pick up, and the outlook for the consumption space and manufacturing sector in India. He emphasizes the importance of investing for the long term. The capex story according to him has strong legs and many years to go. Clear tailwinds are visible there.
Source: indiatimes.com