Concerns revolve around the mandatory prepayment clause, including coupon step-ups and utilising proceeds from the monetisation of assets like Afcons and Gopalpur Port.
ETMarkets Smart Talk: From Solar to Switchgear—Capex Themes Remain Strong, says Arvind Kothari
Arvind Kothari from Niveshaay is optimistic about capital expenditure-driven sectors. He highlights opportunities in defense, textiles, and power. RBI’s rate cut and liquidity measures aim