For sectors like railways and defence, the fiscal deficit poses a risk, potentially slowing down government driven capex from the current growth rate of 25-30 percent to 10-15 percent, says the CIO-Equity at the fund house
from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/ipo-rush-isn39tbubbleout10-issuances-we-may-pick-1-or-2-bandhan-amcâs-manish-gunwani_17404531.html
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