Speaking to ET NOW, Saurabh Mukherjea, Marcellus Investment Managers say there are opportunities to make money post-recovery. Key factors to watch out for are the pick-up in the Capex cycle and the easing of supply disruptions. He believes companies with stronger balance sheets are hoarding up on inventory. He is positive that the polarisation of market share will become more pronounced. Smaller companies will face difficulty tying up supply bottlenecks, he adds. He is bullish on small and midcap companies with franchise-building potential. He is seeing a broad-based business boom in the last decade. Watch the full interview on The Market to find out all the details.
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