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The capex cycle is still not full blown and it has a lot of more legs to it. There is not yet a full blown recovery in the private capex space, says Rohit Agarwal of Kotak Mahindra Life.

Rohit agarwalEquity fundKotak lifeSenior executive vice presidentEquity fund managerKotak mahindra lifeWhile indiaAnil regoBright horizonsSmall cap strategiesInclude defenseGold financingStrong qoqAsset classBse sensexNse nifty