 |
|
|
|||||
We are very bullish on manufacturing as a theme. I think its a decade-long story from here. It will continue to play out. Different segments within manufacturing will obviously be favored at different times. Defence and PSU manufacturing are currently very popular in the market, which is why some of these stocks are already pricing in future returns. I am not sure how much return potential is left for investors entering now.
Category:
News and Media
All news |
||||||||||||||||||
|
||||||||||||||||||