Sanjiv Bhasin, Director of IIFL Securities, recommends investing in fertiliser stocks such as Chambal and GNFC, which have shown strong momentum. He also suggests a positional play on SRF. Bhasin believes that the recent market pullback was temporary and expects the market to rebound strongly due to falling bond yields in the US and foreign investors turning overweight on India. Bhasin also discusses the positive impact of increased farmer cash support on fertiliser stocks and the potential for growth in the real estate sector.
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