Samir Arora says: “I always used to say I do not like PSUs and now, we have six PSUs in our portfolios. We have HPCL, IRCTC, SBI and Bharat Electronics among others. We bought one QIP and sold it off. So, the point in general is, right now, if you say what we will not buy, we normally say we do not buy where the government is a large customer in infra. Now, let us see how long we stick with it.”
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