The capacity utilisation for most of the large cement manufacturers is between 77 per cent and 85 per cent. As demand improves, companies are likely to either increase cement prices or retain the recent price jumps.
Dharmesh Shah suggests focusing on the domestic sector, with banking showing relative outperformance even in the current corrective phase. He advises positive stances on banking,
Maneesh Dangi provides insights into current market turmoil, attributing it to US strategies aimed at weakening the dollar. He explains how this affects gold prices,
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