Chakri Lokapriya of RedStrawBerry LLP discusses the railway stocks bandwagon and advises holders not to sell at the current expensive levels. He suggests that investors can afford a 15-20% loss if they have already seen significant upside. Lokapriya also mentions Sterling Wilson and REC as potential beneficiaries in the solar rooftop panels rollout. When comparing ICICI Bank and Kotak’s earnings, he believes ICICI will perform better due to its loan and deposit growth.
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