The opportunity in crisis is very quick these days, recent example is Bangladesh issue. The moment news came out, people started looking for investing opportunities and came up with textile story.
This was not the case few yrs back, it seems everyone wants to play on front foot
Railway theme
Power theme
Infra theme
Alternate energy theme
Psu
Data center theme
Ethanol theme
Waste mgmt theme
It seems every investor wants to be the hero of this bull market.