It is the turn of capital goods and industrials to do some heavy lifting now: Ajay Bagga
“Private sector banks are the best bet for me. After that, auto, capital goods and industrials would be my favourite themes. In power, a lot of gains have already been made. It is an outperforming sector and maybe now it will consolidate. We will have to look out for triggers. Now it might be the turn of capital goods and industrials to do some heavy lifting there. ”