Muted growth, excess supply keep cement sector outlook tepid : Sandip Sabharwal
Sandip Sabharwal suggests that auto, consumer durables, infrastructure, and capital goods sectors, previously subdued due to elections, may see a revival. He expresses concern over platform companies' capital allocation and the lack of moat in quick delivery services. Sabharwal notes muted (...)
Site référencé: The Economic Times
The Economic Times
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