Bullish on telecom stocks; ARPUs will continue to move up: Sridhar Sivaram

“Power and power equipment is something that we really like because we think that in the wind and in solar we could see doubling of capacity in the next three-four years,” says Sridhar Sivaram, Enam Holdings.

So, when you say that you find more value in largecap pocket, which are the themes in largecap which you like? Is it telecom? Is it anything else?