Capex and Real Estate recovery are the themes for the next few years, so expect a better performance by Capital goods, Industrial, Real Estate and Building material companies,says the Managing Director for Equities at Equirus.from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-margin-normalisation-will-take-2-3-quarters-if-commodity-prices-stabilise-ashutosh-tiwariequirus_16234961.html
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