Looking at a Goldilocks scenario for corporate earnings? Mukul Kochhar is betting on 3 sectors

Mukul Kochhar says growth will be structurally higher by a percent, percent-and-a-half and one factor is the current account surplus which should get us into a more stable economic growth cycle. I feel that the private capex cycle is going to be very strong and going to focus a little bit on manufacturing.

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