What could be the big themes for 2024? Pawan Parakh answers https://ift.tt/hZL9zXl Parakh says: “Banks are one space which should bounce back in the next calendar year. Apart from that, the capex cycle recovery is a theme which is very strong out here. So, industrials, infrastructure is another theme which we think should continue to do well and when I say that, I also include a lot of these allied spaces like power, power ancillary, defence kind of stocks.”
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