BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
ICICI Securities Report
Given the likely recovery in capex from public sector, multilateral funded projects and certain process industries, we believe, companies like Larsen and Tubro Ltd., KEC International Ltd. will be key beneficiaries.
Having survived the worst of the Covid-19 pandemic and lockdown-related slowdown, the macro outlook is limping back to normalcy.
Public sector may continue to do the heavy lifting in terms of investments in near to medium term.
However, certain segments like pharma, chemicals, electronics, emission-norm solutions, cement, energy optimisation solutions, automation, digitalisation etc. are currently in investment mode.
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