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capex theme | consumption theme: Budget 2025 has given a signal that govt cares for the middle class, for consumption: Hiren Ved

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Hiren Ved, Director & CIO, Alchemy Capital, says the long-term structural story of manufacturing in India continues. Capex will continue to be spent in this country and he has exposure to consumption, capex, pharma as well as tech. He has a fairly balanced approach. Where the incremental shift…

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