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ETMarkets Fund Manager Talk: Why is this Rs 1,900-crore PMS manager still bullish on midcaps and smallcaps?
Amit Gupta says: "Energy transition, Make in India and capex would be the key themes, going forward. Over FY22-23, the capex cycle was primarily driven by household investments in real estate and the central government. Consequently, all the engines of the capex cycle have now started to fire (centre, state, corporates and households)."