Sanjiv Bhasin suggests investing in Nestle, Bata, Patanjali, and Marico as rural incomes recover. He believes the telecom sector will see higher ARPUs and recommends telecom stocks. He is positive on HDFC Bank, ICICI Bank, Kotak, and RBL Bank. Bhasin also warns: “Around the 15th of March, we could be in for some volatility. Take some money home, especially in the midcaps.”
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