"The capital good midcaps are playing out. A little bit of caution there, stay with the big one, Siemens, Bharat Forge, if you can term that as a capital good. Siemens, Bharat Forge, L&T, Thermax and ABB, are some of our preferred picks which are in our portfolio as a disclosure. We are not going overweight on them, we are staying put but like we said, these are the themes and that is why one can see that green shoots emerging on the capex side after 20 years ."
