India’s capex cycle on the verge of a revival; CLSA bets on 5 names

India’s capex cycle on the verge of a revival; CLSA bets on 5 names

To play revival in the capex cycle, CLSA recommends investors to buy stocks that are early-cycle plays such as L&T, Sadbhav, NCC and IRB Infrastructure and urban infra play such as J Kumar Infraprojects

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