Budget Was All About Steps in Right Direction, Need to Move to Capex, Infra,Road Sector: N Jayakumar

N Jayakumar, MD, Prime Securities shares his views on the market. 'Bullish on Pharma sector, Pharma balance sheets are now deleveraged. Bullish on telecom infra- including data centre space. Bullish on Recycling/ waste handling/ sustainability themes. Prefer Deleveraged, integrated commodities, Metals, Mining. Need to move to capex, infra, road sector.", says N Jayakumar.

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