Prime Stock recommendation: A proxy play on the private capex theme

Capital goods & infrastructure company stocks are over-heated due to the government-backed capex push. So here is a proxy!

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N V Chandrachoodamani

Chandrachoodamani started his capital market career in mid 2000s with Equity Intelligence India and then worked with several capital market Intermediaries in various roles over the last 15 years. Most of his career experience has been in equity research and PMS. Most recently, he was with MOAT, a PMS firm. He is a graduate in mathematics, a post graduate in finance, and holds a CFP certification. LinkedIn|Twitter

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