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Another 15-20% upside likely in Varun Beverages; Bajaj Auto to compound for next 2 yrs: Rahul Shah
"Varun Beverages is performing well due to its growth sectors, including sugar-free and dairy beverages. There is potential for further upside in the stock. In the two-wheeler sector, Bajaj Auto is expected to outperform due to its cheap valuation and earning trajectory. Despite HDFC Bank's underperformance in recent years, patience will pay off and the bank will lead the sector."