In the section 'Pockets of strength' it is mentioned that 'Capital goods' sector has not done well and 'Real estate' has gone up.
This is certainly incorrect, as the shares of 'BHEL' and 'L&T' have shot up over 20% in the last 3 months, and Real estate stocks like 'Unitech' and 'DLF' have not performed upto market expectations.
It would be better if the Author gives examples when he makes general statements about sectors..
