Rephrased text: "Analysis of the Capex Theme: Focus on Manufacturing, Power Utilities, and Growth Opportunities. Market Makers anticipate ongoing market volatility. No recent investments made in Railways or Power sectors. Similar patterns observed as in 2002-2008. Key trends include increased consumption and rising per capita income. Tune in to ET Now to hear insights from Milind Karmarkar, Director and Fund Manager at Dalal & Broacha Portfolio Manager, interviewed by Nikunj Dalmia.
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