Want to bet on capex recovery? Try these 5 sectors: Anmol Das

“Apart from the financials sector, long-term investors need to understand the transformation and evolution/revival of other sectors, e.g. renewables, defence, sugar & distillery, textiles, auto & auto ancillary, hotels & hospitality, iInfrastructure & logistics, shipping & marine, etc. With the increased population and improvement in the standard of living, the requirement of energy is also rising, and the need to diversify from fossil fuel as well.”