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If an investor takes a slightly medium-term view over the next 2-3 years, Naveen Chandramohan believes, infrastructure and power will continue to surprise on the upside. ....
One can also look at ancillaries (who supply to) core industries like cement, steel, and mining all of which will benefit from capex boom, says Naveen Chandramohan, the Founder and Fund Manager of Itus Capital ....
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