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market strategy: Era of easy money over; time for a more selective, stock-specific approach: Pankaj Tibrewal

“Our sense is that the recovery has started, government has started spending again, maybe not to the extent on the budgeted estimate, we will be still short of that, but we believe that the rest of FY25 we could see a sharp recovery coming on the capex side,” says Pankaj Tibrewal, IKIGAI Asset…

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