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Fund Manager Talk: 3 sectors within capex theme can come under selling pressure, says Ambit’s Bhargav Buddhadev
Bhargav Buddhadev of Ambit Asset Management identified potential selling pressure in capex-oriented sectors like roads, railways, and defense due to budget cuts. He highlighted optimism in sectors like rural recovery and chemicals. Investors were advised on market strategies, and the resilience of the Indian market amid global challenges was emphasized.