Fund Manager Talk | Valuation of capex stocks comfortable after correction: Deepak Ramaraju of Shriram AMC
Stating that the existing order book for both rail and defence remains strong, Deepak Ramaraju, Senior Fund Manager, Shriram AMC, says given the recent corrections in capex stocks, valuations seem comfortable, which may offer selective investment opportunities in these sectors. “While the budgeted allocations appear subdued in terms of incremental growth, the existing order book … Read more