Optimistic about market turning from Tuesday; 3 must-haves in portfolio now: Sanjiv Bhasin

“Stick with SBI, BoB and CanBank among the largecaps in financials. As a disclosure, we were very bullish on PNB and Union Bank. That has more than doubled. We have taken some chips off the table but we still think there is room and one can continue to grow in the credit splurge which is going to take place.”