Some midcap banking names, particularly those in the PSU banking space such as Union Bank, have shown good performance and growth, making them attractive after a correction. Infrastructure companies, such as PNC, GR, HD Infrastructure, and Dilip Buildcon, are seeing a pickup in orders, which is expected to continue through the pre-election year. Other attractive sectors include soft commodities like sugar and rice, pump companies such as Kirloskar Brothers, and water company Ion Exchange.
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