
One can also look at ancillaries (who supply to) core industries like cement, steel, and mining all of which will benefit from capex boom, says Naveen Chandramohan, the Founder and Fund Manager of Itus Capital
from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-this-fund-manager-believes-it-sector39s-risk-reward-ratio-remains-biased-towardsdownside_16959411.html
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