fintech / news / / CNBC TV18
Jitendra Gohil, CIO – Listed Equities, Bajaj Alts.
The Indian government plans to provide ₹70,000 crore incentives to the shipbuilding sector.
KEY POINTS
- Shipbuilding and ship maintenance are emerging as significant long-term investment themes in India.
- Q1 is expected to be weak for the EMS sector, presenting buying opportunities after margin corrections.
- Consumption stocks related to Uttar Pradesh and Bihar could benefit from the Eighth Pay Commission and elections.
COMPANIES
Summarized by Newsio from CNBC TV18. How we summarize →