Anshul Saigal of Kotak Mahindra Asset Management Company expects a secular uptick in Energy and Defence spending over the next few years. Job growth opportunities would be created in these sectors as a result.
from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-kotak-mahindra-amc-sees3-key-areas-catalysing-global-growththe-years-ahead-says-anshul-saigal_16612571.html
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