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Stocks To Focus In Manufacturing Sector | Master Class On Manufacturing Theme | Ft Nishit Shah
Original: Manufacturing Sectorలో Focus చెయ్యాల్సిన Stocks| Master Class On Manufacturing Theme| FT Nishit Shah
Takeaway
With private capex finally turning, the long-dormant manufacturing/engineering sector is set up for a broad-based multi-year rally.
Summary
- Nishit Shah masterclass: four pillars of an economy are government consumption, government capex, private consumption and private capex.
- Argues manufacturing/engineering sector ('old economy') has been a laggard for 8-10 years — now positioned for 'revenge of the fallen'.
- Private capex pickup is the key trigger — that's when broad job creation and multi-sector benefit happens, unlike 2016-2020 narrow rally.
- Bullish thesis on capex-led manufacturing/industrial themes; framework given before stock selection.
manufacturingcapexNishit Shah
Original description
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