capex theme

“In the smaller pockets of southern India, there are many small companies which are probably suffering more because of the economics of scale and in the southern pocket, one could see some…

“The direct opportunity for investing in renewable energy companies is not very big. One could play it through a company like because they are attacking the entire value chain. That is one…

“BEL, which remains our top bet in terms of defence play, has done quite well. It still remains our top pick in that space. Secondly, names like have already flared up quite a bit in the…

“ One way to play capex is via financials and ICICI, and Axis are the picks. As far as industrials infrastructure sector goes, we have L&T and Cummins., Phoenix Real Estate is top pick…