Why you need not say goodbye to capex and invest only in consumption theme now
Prashant Khemka, Founder, White Oak Capital Management, says since the central election, there has been a noticeable shift in how cyclical stocks perform compared to defensive or consumer stocks. This Budget may strengthen that trend. Khemka does not expect any significant underperformance from specific sectors, but the strong performance of cyclical stocks over defensive or … Read more