What are your views on the capital good stocks, BHEL in specific and maybe even on Suzlon?
We have been positive on both these stocks and for BHEL, we just gave a technical call with the price target of around 4-5% higher than what it is right now. We have also been positive on Suzlon, it being a sunrise sort of industry and with the kind of orders it has been getting in the last couple of months. So over the next two years, we are positive on both these stocks. You are not a big fan of the real estate space, but from the entire midcap universe in this space, Indiabulls Financial Services is the one that really seems to be recovering fast? That is true, but as compared to pure real estate plays, we are more positive on the construction space and looking at the stocks like Hindustan Construction and Unity Infraprojects, which we have been recommending for quite a while. They have done very well in the last two-three days. There are so many of these smaller sectors that have emerged over the past month or so. Have you looked at paper as a sector and do you have any particular
