multibagger hunter: Bubble building in IPO and SME markets, warns Dalal Street's top multibagger hunter
Siddhartha Bhaiya says: "We believe that the capex cycle play could be a long structural play, particularly in India. We are amidst a big infrastructure growth cycle which is not only the need of the hour for our country but is also encouraged by strong policy support. The capital goods sector had been an ignored sector of the last decade wherein there was hardly any capacity addition and a lot of inefficient players went out of business. "
Source: indiatimes.com