With balance sheets of corporates being strong, combined with utilisation levels inching towards optimum levels, the capex cycle revival is expected to lead to a strong boost in orders for industrial and capital goods companies. This combined with China plus one strategy and Europe plus one story emerging, the narrative of India transitioning towards upping its manufacturing presence on a global level only strengthens, said Nitasha Shankar, PRS – Head Research, Yes Securities.
How SIP has been the strong hero across historical market cycles
Market downturns create buying opportunities through SIPs as they lower your average cost and enhance returns during recovery. Long-term investments in small and midcaps can
April 5, 2025