5 capital goods and realty stocks to bet on now: Siddhartha Khemka
“One can play the capex theme directly through the capital goods space wherein we are very positive and we like L&T which is the proxy on the overall capex theme in India. We also like Siemens and ABB within the capital goods space. We also like residential real estate and here we prefer Macrotech Developers and Oberoi Realty.”