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To understand the infrastructure cycle, we go back in time and look at our previous super Capex cycle, which started from 2003 to 2012
#capex #Markets
2/19
#capex #Markets
2/19
We saw that the commodity prices were increasing, reforms such as the Electricity Act came into play and government spending grew at a rapid pace of 23% CAGR. This led to overall growth in the capital cycle
#commodity #economy
3/19
#commodity #economy
3/19
