Renu Baid Pugalia of IIFL Sec discusses the power crisis, capex, top picks like Cummins, Bharat Electronics, Larsen & Toubro, and the potential in the capital goods sector. The analysis covers private and government investments, thermal power challenges, and market opportunities. Pugalia also says, the kind of certainty of earnings which is there in Bharat Electronics is far superior to some of the other defence PSUs.
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