Asset plays can be good options for next decade: Sameer Narayan

Today, if you look at the weightages on the indices, you do not find asset companies, metals or utilities firms, OMCs, nothing. In case inflation was to come back, then most of these asset plays, which we are not pricing in today, should become the flavour. If you are making a case for next 10 years, you would probably go back to private capex, asset creation and capital goods.

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