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valuations: 2 sectoral bets from Ganeshram Jayaraman for next 2 years indiatimes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from indiatimes.com Daily Mail and Mail on Sunday newspapers.
Ganeshram Jayaraman of Avendus Spark discusses the portfolio construct with a focus on defensives and industrials. He is cautious on the macro outlook, expects volume growth to be the key driver, and highlights the evolving consumption patterns in the rural economy. PSU banks and sectors dependent on government capex may face challenges. ....
India Incs appetite to spend on capital projects is high despite some concerns around elevated geopolitical tensions impacting demand in the coming months. ....
The capex tracker index of institutional research firm Avendus Spark shows a reading of 342 in June 2023 - the highest in more than 12 years. The index has been consistently rising since December 2020 - when it hit a low of 147. The index assigns weights to private capex announcement (35%), aggregate new order (15%), import of capital goods (10%), and central government capex and state capex (20% each). ....
“Weakening consumption and rising personal loans are a concern. Where is the money going? Is it being used to fund debt servicing because unsecured loans are growing at almost 30%. We are asking some fundamental questions on this dichotomy between consumption and credit growth. Maybe 20-25% of credit growth is going into the travel tourism angle.” ....