structural themes: Shibani Sircar Kurian on where to find structural themes for medium to long term
Shibani Sircar Kurian says: “We are at the cusp of a private sector capex cycle which should bode well for long-term loan growth where the sector is concerned and therefore if you take a view of, the next decade or so, financial services, banking as a space is something that will possibly be a thematic sector to look out for over the next decade.”
Source: indiatimes.com