ETMarkets Smart Talk: Want to bet on capex recovery? These 4 sectors should be on your watchlist: Pawan Parakh
"The midcaps and the small caps usually underperform the large caps during tough times, but at the same time they tend to outperform when the markets rebound. Hence it makes a lot of sense to increase allocation to midcaps/ small caps. However, within this space, the exposure should be taken only in high-quality stocks, as they would be able to survive if the crisis was to get elongated."