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Sasta, achcha and growing? 2 sectors Ravi Dharamshi is bullish on in long run
“It is not that we are still at the beginning of the cycle. What happened in the previous cycle from 2002 to 2007 when we saw the capex cycle, we actually saw ROEs expand from 10-11% to almost 25%. We saw utilization levels go from 60% odd to about 85-90%. So the cycle is still ahead of us. The operating leverage is still ahead of us.”
