Karan Doshi of LIC MF says India might be the brightest spot in relative comparison among other economies in the PMI chart with Eurozone in contraction and US also slowing down. This in return may set the stage for capex recovery from the private side.
from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-lic-mf39s-fund-manager-is-bullishdomestic-consumption-manufacturing-export-driven-business_16618741.html
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