Sanjiv Bhasin recommends adding HCL Tech and Wipro in the largecap space, as the IT sector is performing well. In the two-wheeler pack led by Hero MotoCorp and Bajaj Auto, which are benefiting from the revival of rural incomes and their adaptation to EVs. Bhasin believes these stocks are priced to perfection in the near term, but earnings will be the next barometer. He advises against investing in SpiceJet due to leverage and uncertainty.
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