Sanjiv Bhasin on 7 outperformers one can bet on now

India’s underperformance will start to see better realizations as quarterly results come, and investors should overweight India, says Sanjiv Bhasin, Director, IIFL Securities. He believes that banks will yield faster and are offering an entry point as there are enough bargains available in the market on fully transparent earnings. Bhasin’s top picks are L&T MindTree, SBI, Canara Bank, PNB, Escorts, JSW Steel, Kotak Bank, and SW Solar.