Is auto demand now tilting more towards two-wheelers versus PVs? Deven Choksey answers

"The companies which are basically into the ecosystem are supplying to different industries, particularly in the capital goods segments, which I mentioned earlier. In the EMS segment, which are suppliers to the capital goods segment players. And capital goods segment players are ultimately getting linked to the infrastructure space. So starting with infrastructure, in the capital goods segment and the EMS segment, some of the companies definitely look interesting and appealing. I cannot disclose names."