Capital goods could be an interesting bet: Sandeep Shenoy, Anand Rathi Financial Services

In a chat with ET Now, Sandeep Shenoy of Anand Rathi Financial Services shares his views on the market. Excerpts:

ET Now: What would you recommend among large caps from a six month perspective?

Sandeep Shenoy: Capital goods or industrials could be an interesting bet. It is not to say that players like L&T are cheap, but the sheer size and the improvement in macro could augur well for them in both medium and longer term. BHEL, after a correction, is also now poised very interestingly and any improvement in macro or even in sentiment could propel this stock on northward journey.