This strength is underpinned by robust domestic demand, a sustained capex cycle, and relatively limited exposure to global shocks compared to developed markets.
At the same time, as the order inflow, government spending has improved and it will continue to improve, then the earnings outlook for 26 will
Sanjay Bakshi emphasizes the importance of having a disciplined approach to investing by constructing filters to reject stocks that don’t make sense. He highlights the
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