Are FIIs and their favourite largecap banks going to lead the next leg of market rally? Mayuresh Joshi answers

“A proxy to the Indian economy, L&T has been playing this very, very well over the last few years and will continue to do so over the next few years. And with the visibility that we are seeing in terms of capex and infrastructure spending, Sanghvi Movers can be one stock where utilization levels can inch up even higher, creating a better yield. So, L&T from largecaps, Sanghvi Mover from the midcaps.”

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