8% growth creates new industries, and that is where alpha lies: Elara’s Harendra Kumar
An economy growing at 3-4% creates no new industries. One growing at 8% does, says Harendra Kumar, MD, Institutional Equities, Elara Capital. Real estate and infrastructure played that role in 2003-08; electronics manufacturing is doing it now, with semiconductors, shipbuilding, space tech and defence next. That is where new winners emerge.
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