Daily Voice | In emerging sectors, primary strategy is to invest in ancillary companies, says Arvind Kothari of Niveshaay

Favourable government policies, higher government capital expenditure, Indigenisation, Import Substitution and China Plus One Trend continues to be at play in sectors like Capital Goods, Defence, Electronics and Textiles in particular, says Arvind Kothari.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-in-emerging-sectors-primary-strategy-is-to-investancillary-companies-says-arvind-kothariniveshaay_17378241.html