L&T, Siemens, BEL in focus: Motilal Oswal’s top capital goods & defence bets
Motilal Oswal's report highlights the resilience of capital goods and defence companies in the face of global uncertainty and geopolitical tensions. Their top picks include Larsen & Toubro, Cummins India, and Siemens Energy India for large-cap opportunities, and Kirloskar Oil Engines and Kalpataru Projects International for mid and small-cap options.