Infrastructure could be a good theme for the next couple of years, given the government’s efforts to crank up the growth engine, as well as from the perspective of the next general elections in 2024. Moreover, the adverse impact of the Covid pandemic is also waning, and there are indications that recovery is underway. L&T (CMP: Rs: 1,899; marketcap: Rs 266,793 cr) visualises close to Rs 4 lakh crore of orders in the pipeline, the highest in the recent...
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