Capex cycle a multi-year theme? Keep an eye on these 13 stocks
The domestic brokerage listed 13 stocks to play the multi-year theme. Financials – ICICI Bank and Axis Bank, capital goods/infra – L&T, Siemens, Cummins, and GR Infra and capacity expansion-led volume growth – UltraTech, Dalmia Bharat, Navin Fluorine, Aarti Industries, NTPC, Phoenix Mills, and Havells India.
