What’s the Outlook for Telecom, Defensive Sectors and Private Capex? Market Expert Weighs In

Описание: Vinod Karki, Head of Strategy, ICICI Securities, discusses the telecom sector's recovery, defensive sector valuations, and private capex. He highlights that while the telecom space is improving, defensive valuations are at a two-decade high, suggesting potential corrections. Vinod Karki is optimistic about moderate valuations in banks and commodities and anticipates gradual capex growth.


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