PSU banks a tactical buy, makes more sense to go for ICICI, Axis, HDFC, Kotak banks: Anand Tandon

“The market does not know the calendar is changing. So you do not have to change your strategy just because the 31st has gone and a new year has started. To the extent that it does bring in new flows from the foreign investors perhaps there can be some effect on the near-term performance but it does not last very long because very soon we will be talking about the Budget and what is happening to the rest of the world and all of that again.”