Private capex, valuation to drive entry in capital goods & infra space: Shibani Sircar Kurian
“Incrementally, we hope to see that over the next 12 to 18 month period, some signs of private sector capex is also coming back. The overall balance sheets of the companies within the space continue to remain strong and that is a positive. Therefore, this is a theme that we continue to play across our portfolios.”
