“The second half of the year is usually very important from the viewpoint of the overall economy because the second half is more like 40-60. The second half of the year is much bigger. That is one part of it. Secondly, the capex momentum, I would say, particularly from the government side, in the first half has been practically good. Maybe because we are approaching election year. So there might have been some preponement of capex.”
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