Pankaj Pandey discusses the attractiveness of PSU banks within the BFSI space. He also mentions the potential growth for rating agencies due to government and RBI push for corporate bonds. Tech Mahindra and BirlaSoft are highlighted as companies with strong numbers and attractive prospects. Bajaj Auto’s good margins and TVS’s success in the EV market are noted. Pankaj Pandey comments on the opportunities in the railway sector, but expresses concerns about valuations.
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