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Why the industrial capex machine is whirring to life

While companies seem to be turning back the lights on the capex front, it may not yet be an all-round revival
Enam says H2'11 to be better for mkt; banks look attractive

Nandan Chakraborty, Managing Director, Institutional Equities at ENAM, in an interview with CNBC-TV18’s managing editor Udayan Mukherjee sees the first half of 2011 as a major test for the Indian market, in terms of politics, the Fed’s QE program and capex.

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