Infra theme poised for revival as order flows improve: Dharmesh Kant

Investor attention is returning to India’s infrastructure sector as order flows increase. Analysts expect this trend to continue into next year. The EMS sector is experiencing a growth normalization, leading to valuation concerns. Public sector banks, however, continue to present value opportunities. Experts highlight Bank of India as a key pick, anticipating a re-rating to match private sector banks.

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