"The last few months are more for campaigning/sloganeering rather than actual spending. To that extent, I feel that we may see a tempering of actual capex spend from the government over the next couple of quarters. A real pick-up would be once the new cabinet is in place. For now, we would like to take advantage of any volatility in the prices of capital goods companies to add some from the ‘flow category of companies to our portfolio."
This correction is an opportunity for investors to strengthen their portfolio, be it mid- or small-caps. The long-term outlook for midcaps remains positive as a large portion of them are domestically oriented businesses, say analysts
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