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Chakri Lokapriya on his top bets from manufacturing and capex space & why it’s time to look at metals
Chakri Lokapriya says Skipper and JTL Infra stand out for valuations and expansions, driven by rising copper prices and industrial activity. Banks benefit from increased loan disbursements. Urban consumption and real estate sectors show growth potential, with companies like Prestige, Sobha, Hi-Tech Pipes, Prince Pipes, and Park Hotels demonstrating promising valuation multiples.