Capex is going to be a very big theme for next two years: Hemang Jani
“In terms of the capital goods, we do feel that there is a case for major rerating of the sector though the stocks have already run up about 30-40%. Some of the prominent names like ABB, Siemens, L&T are the names where we think that from a next one to two year perspective, there is going to be a massive growth led rerating. ”