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FOMO driving euphoria in some power stocks may end in a bad way: Sanjiv Bhasin
"My call was that on the trading side, REC, PFC, NTPC look fully stressed. I continue to reiterate that Tata Power is the best stock to buy along with IEX. These are both in our portfolio. But in others, there is no room for comfort. Like you said, they are hitting new highs, no running away from the fact. "