Amish Shah, Head of India Research at BofA Securities remains bearish on capex-related sectors such as cement, steel, and power utilities but optimistic about rate-sensitive sectors like autos, real estate, internet, and financials.
Amish Shah, Head of India Research at BofA Securities remains bearish on capex-related sectors such as cement, steel, and power utilities but optimistic about rate-sensitive sectors like autos, real estate, internet, and financials.