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As FII flows move to India, which underperformers will make a comeback? Sanjiv Bhasin answers
Sanjiv Bhasin says: “In capital goods basket, we have a basket of ABB, L&T and Cummins. Siemens was our top pick sometime back but it has gone way beyond the price performance. There was uncertainty due to lack of clarity. I think they are trying to come to that. ”