The government’s strong capex programme, with a focus on infrastructure development and capacity building across sectors, is aimed at driving investment. As the second-largest employment generator in India, the real estate sector will continue to be a focus area for these investments
Companies with higher exposure to palm oil and its derivatives such as Godrej Consumer Products Ltd (GCPL) are expected to benefit more. Palm oil price is down by 51% from the peak seen in March last year.
Parksons will leverage Printpack’s packaging solutions and technical expertise in fluted packaging using reinforced cardboard to augment its portfolio.