Sanjiv Bhasin, Director, IIFL Securities, believes there is still room for specific stocks like Kotak Bank, Dixon, Paytm, Nalco. He highlights the positive traction shown by Kotak Bank and the potential for it to deliver strong results. Bhasin also emphasizes the long-term potential of Dixon due to the growth of electronic manufacturing services (EMS). Additionally, he discusses the positive outlook for Paytm.
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