Sanjiv Bhasin of IIFL Securities recommends UPL, NMDC, and SBI as value picks. He is positive on M&M, Indiabulls Real Estate, Dhanlaxmi Bank, and ITC. Bhasin also highlights the impressive performance of Nalco and recommends investing in BPCL. He suggests taking profits from PSUs and investing in private banks like ICICI and Axis.
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