The capex cycle will be a structural trend as our infrastructure needs are high given the shortage compared with requirements, Krishna Sanghavi, Head, Equity, Canara Robeco Mutual Fund, tells ET Wealth.
How would you assess the current market scenario?
We are at an interesting juncture. There are enough positives as well as negatives, both globally and on the domestic front. Globally, we are coping with oil price changes, trade war implications and the pos ..