Credit cycle driven stocks will do much better going ahead: Vinod Karki

If you look at the breakup of the investment cycle, and that is what we have been talking about in our reports also, that the previous peak of the investment cycle was around 2011-12. And if you just break it up, the gross fixed capital formation, almost 37% of the contribution was from real estate investments by households and that 37% till about 2021 dropped to close to 25% odd.

Generated by Feedzy