Bullish on capex theme; 3 stocks to bet big on: Daljeet Singh Kohli
“Our basic premise is that the next leg of industrial capex will be not just capacity expansion but improvement in efficiency. Because of a lot of competition, all these companies are looking for automation and looking for ways of bringing more productivity. For that, all these companies like Honeywell, ABB and Siemens will play a very major role in Industry 4.0 .”
