Pankaj Murarka's top bets. Where are broader markets headed? Gearing up for a churn in the market?
"Broader market correction much warranted give run up. Nifty still reasonably priced. Gains would be stock specific. Railways, defence are decadal stories. Uptick in public, government capex, private capex reviving.", says Pankaj Murarka, CIO, Renaissance Investment Managers.
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