Investment cycle reviving after 10 years. Instead of sectors, be stock specific: Rahul Singh
“The economy is moving from just being consumption to consumption plus investment. This is something we have been waiting for the last 10 years. That investment cycle revival is happening after 10 years. Whether you look at the corporate investment cycle or household investment cycle, which is real estate, both are reviving after a period of 10-12 years and we think there is some distance to go.”
